In this episode, Niels and Mark Rzepczynski examine a market where the usual relationships have broken down. Bonds offer no shelter, volatility moves without conviction, and political intervention keeps distorting the signals investors rely on. What once served as protection now feels unreliable. Behind the headlines on tariffs, inflation, and eroding trust in institutions lies a deeper question about how to navigate when the frameworks built for one regime are carried into another. With a balance of macro insights, behavioral nuance, and hard-earned skepticism, this conversation looks at what really drives returns when narratives shift faster than the data.
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Episode TimeStamps:
00:13 - What Caught our Attention
04:16 - The Impact of Supply Chains on Global Trade
08:51 - The Complexities of Trust in Economics
17:45 - Understanding Trend Following in Financial Markets
27:18 - The Age of Uncertainty
32:51 - Understanding Market Uncertainty
36:52 - More than One Type of Uncertainty
49:53 - The Fallout of Trend Following
01:01:22 - The Dynamics of Safe Assets
01:02:41 - Transitioning from Concepts to Practical Insights in Trend Following
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