Is it time to buy protection? Did the BOJ cave to Japanese government bond vigilantes?

In today’s Macro Minute, Darius Dale tackles two key questions: Is it time to buy protection, and did the BOJ just cave to bond market pressure? He breaks down market reaction to Trump’s early G7 departure, a potential dovish pivot from the BOJ, and the growing role of KISS as the optimal defense in a deepening Fourth Turning polycrisis. Plus, a client asks whether KISS is appropriate for investors in their 40s, 50s, or 60s—Darius shares a powerful, personal answer.