• Is it time to sell the rip?

  • May 5 2025
  • Duración: 9 m
  • Podcast

Is it time to sell the rip?

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  • Resumen

  • In this episode, the discussion centers on whether today's pullback in S&P 500 futures amid President Trump’s inconsistent tariff signals could signal a time to sell, despite a recent 9-day winning streak in the market. The conversation covers a deep dive into today’s deflationary environment, the possibility of a transition to a risk-on regime under Paradigm C, and the implications of these macro and quantitative signals for risk asset positioning. Strategies using tools like KISS and Dr. Mo are explored, along with detailed insights into market regimes, client testimonials, and portfolio adjustments to navigate trade and fiscal uncertainty while capitalizing on opportunities in tech, gold, Bitcoin, and other assets.
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