Section
Currency
251 posts
The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025
What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered âParadigm Câ â a regime of fiscal dominance, deregulation, and coordinated support â and what it means for portfolios, the Fed, and your financial future.
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Jurrien Timmer: Pilgrimage to ImpermanenceâWeek of 8/18/25
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company This information is provided for educational…
Bitcoin Allocation 10â40%? Ric Edelmanâs Shocking Investment Thesis
Listen on The Move What if the riskiest move in your portfolio isnât owning cryptoâbut ignoring it? In…
How Smart Money Is Quietly Stacking Gold & Bitcoin with ReSolve's Mike Philbrick
Listen on The Move In a world where inflation, currency debasement, and geopolitical shocks threaten portfolios, what if…
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, ânot quite.â
Stablecoins: Uncle Samâs New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing âfiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
Stablecoin Meets Sovereign Debt: Is Treasuryâs Next Funding Tool Hiding in Plain Sight?
Imagine this: the U.S. Treasury, faced with ballooning debt and tougher borrowing conditions, turns to a solution born…
Debt, Defense, and Denial: Why the U.S. Canât Afford to Ignore the Fiscal Warning Signs
Thereâs no shortage of people warning about Americaâs debt problem. The real question isâwhy now? Why is this…
Flying Cars, AI Storylines, and the Future of Investing: TDAMâs Big and Bold Outlook for 2035
Letâs be honestâpredicting where investing is headed ten years from now feels a bit like guessing what the…
Mr. Crypto Goes to Washington
by Hubert Marleau, Market Economist, Palos Management June 6, 2025 A large number of my readers want to…
Denise Chisholm: Tech Check & Bitcoinâs Bounce
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The marketâs recent slide has been fast â…
Beyond the Hype: Smart Investing in Crypto and AI's Transformative Era
As the Internet enters a new era, crypto and AI are poised to become integral technologies for business that may open new markets, enable new capabilities and..
Risk vs. Refuge: Why Goldâs Climbing While Bitcoinâs Tripping
by SIACharts.com In the ever-evolving world of investment, gold and Bitcoin represent two distinct yet influential assets, often…
Turning the Page: WisdomTreeâs 2025 Investment Outlook
âBig stock market leadership changes need some ruction, some big change in the system,â WisdomTreeâs team observes in…
