How much is too much Paradigm C?

This episode explores the macroeconomic and market impact of the shift to 'Paradigm C' following the One Big Beautiful Bill Act. The hosts discuss a regime that combines monetary and fiscal fuel with supply-side measures, creating a structurally bullish backdrop for equities, gold, and Bitcoin but a bearish outlook for Treasuries and the U.S. dollar. The portfolio strategy remains fully risk-on, supported by resilient economic data and liquidity, with caution around disorderly bond repricing and persistent inflation. Listener questions probe the effect of a higher inflation target on real interest rates and economic growth. Tune in for sector positioning, risk signals, and a deep dive into how aligning policy with reality could help Wall Street and Main Street thrive together.