In today’s podcast, I walk through the exact playbook smart money used in the last four easing cycles, call out the traps that buried over-confident traders (including yours truly in ’95), and spell out why this year’s setup could be the cleanest shot we’ve had at double-digit gains since the pandemic lows.
Be warned: I don’t hold back on advanced terminology in this one. Expect straight talk about bonds, stocks, REITs, and the blind spots most analysts skip. If you’ve ever wondered when to move out of cash, how long to ride defensives, or whether gold still matters, you’ll want to hear this one.