Practical Portfolio Positioning Through the Cycle

In this episode, macro strategist Henrik Zeberg joins us to break down one of the most paradoxical moments in market history: A euphoric bull run on the deck of a sinking Titanic. Why are bulls partying while consumers are drowning? Are we nearing the biggest blow-off top of all time? And how will you know when it’s time to jump ship?

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📚 Helpful Resources 📚

🥛 The Fed’s running it hot and the bears are wrong 🐂

⁠https://link.milkroad.com/macro-fed-analysis-10/05-pod⁠

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🎙 GUEST INFO 🎙

Henrik Zeberg: https://x.com/HenrikZeberg

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.