Fiscal Hose: Where to Position Your Trades

In this episode, Tony and Jared sit down with Paulo Macro to unpack markets in the “upside down.” They dig into Trump, fiscal firehoses, the Fed, and why commodities and uranium may be the trades to watch. From rare earths to gold’s breakout and the AI buildout’s credit risk, it’s a full-spectrum macro debate.

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Tune in next week for episode #67