We're at a Big Macro Turning Point
Real Vision: Finance & Investing
00:00
The Future of the Market Regime
In your recent writings, you've been talking about how we have probably left a market regime that's been sold. And I think one of the key things for all investors is understanding a market regime and a market structure. Far more important than necessarily a trade idea because a market structure matters to everyone. In terms of these very long sort of 50 year super cycles which really drive the macro environment, they're set by the balance of power in the economy. You have to think about the capitalist system as this sort of inherently unstable mechanism.
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