#24 Rich Consul

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In today’s market, it feels like everything is happening at once. Geopolitical tension. Questions around private credit. Volatility in energy markets. Rising interest rates. Gold and silver surging.
And yet… markets continue to hold up.

In this episode of In The Harbor, we sit down with Rich Consul of Bankers Edge to break down what he calls the “Polycrisis” — a world where multiple macro forces are colliding at the same time.

More importantly, we explore why markets aren’t reacting the way many would expect. Rich shares his framework for cutting through the noise, including his weekly exercise — “Rich’s Weekend Five” — where he translates the week’s headlines into what actually matters for five key markets: the dollar, energy, stocks, yields, and gold.

We also discuss:
• Why this environment is both risk-off and inflationary
• Why traditional market relationships may be breaking down
• The role of the consumer balance sheet and liquidity
• Rotation from large caps into small and mid caps
• What’s real vs overblown in private credit
• Why energy may be the most important variable

This episode is built for advisors and investors trying to make sense of a complex and noisy macro environment — and focus on what actually matters.

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