Portfolio Positioning and Thematic Allocation

The Powell era may be coming to an end, and what comes next could flip markets upside down. In this episode, macro veteran Barry Knapp breaks down why the Federal Reserve is misreading inflation, ignoring labor market signals, and risking a serious policy error. But here’s the twist: a new Fed Chair could be seated as early as January, and with it… a whole new monetary regime.

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🎙 GUEST INFO 🎙

Barry Knapp: https://x.com/barryknapp

📃 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.