Section
Currency
256 posts
Quick Thoughts: Crypto—what’s driving the recent fallout?
What investors need to know about the recent volatility in crypto currencies: thoughts from Franklin Templeton Institute.
Energy, Copper, and Gold ETFs and a World Running Out of Slack
Listen on The Move When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and…
The Case for Bitcoin
by Hubert Marleau, Market Economist, Palos Management From 4 p.m. on Sunday to Tuesday afternoon, the price of…
The Year Clarity Came to Crypto
by Christopher Gannatti, Ryan Louvar, Dovile Silenskyte, WisdomTree Key Takeaways In 2025, crypto regulation shifted dramatically from uncertainty…
Crypto ain't digital gold
by Richard Bernstein, Richard Bernstein Advisors Cryptocurrency enthusiasts like to refer to Bitcoin, Ethereum, and other cryptocurrencies as…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Navigating Paradigm C: Darius Dale on Fiscal Dominance, Fed Policy, and the Future of Investing
A sweeping, data-driven diagnosis of the U.S. economy, policy regime shifts, and the investment strategies retail and institutional investors alike should be considering, according to 42 Macro's Darius Dale.
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 “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.
Jurrien Timmer: Pilgrimage to Impermanence—Week of 8/18/25
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company This information is provided for educational…
Bitcoin Allocation 10–40%? Ric Edelman’s Shocking Investment Thesis
Listen on The Move What if the riskiest move in your portfolio isn’t owning crypto—but 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, “not quite.”
Stablecoins: Uncle Sam’s New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing ‘fiscal 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 Treasury’s 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. Can’t Afford to Ignore the Fiscal Warning Signs
There’s no shortage of people warning about America’s debt problem. The real question is—why now? Why is this…