This podcast dives into how Trump’s 'Paradigm C' might outpace Biden’s 'Paradigm A' in boosting risk assets, combining fiscal and monetary largesse with tax cuts, deregulation, and AI-led labor substitution. Listeners will explore the potential for deepening K-shaped inequality, strategic portfolio adjustments under volatile market regimes, and quantitative signals across deflationary and inflationary environments, along with an engaging discussion of risks, opportunities, and the evolving U.S. economic landscape.
The Macro Minute with Darius Dale