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Why Discipline Beats Alpha in 2025’s Market w/ Douglas Boneparth

The Milk Road Show

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Navigating Economic Tensions and Market Dynamics

This chapter explores the friction between political leaders and economic decision-makers regarding interest rates and financial policy, spotlighting the discord within the Federal Reserve. The conversation extends to the current state of markets, with strong performances in stocks and Bitcoin, while emphasizing the need for disciplined investment strategies amid volatility. Additionally, it addresses the slow adaptation of financial frameworks to the rapid technological advancements in crypto and AI, highlighting the risks and emotional challenges faced by investors.

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