
Darius examines whether the current risk-on Market Regime can survive 1-2 rate hikes, why the broader investing backdrop remains supportive despite the potential for near-term volatility, and how KISS and Dr. Mo are designed to respond if market conditions deteriorate. He also explains how rising oil and refined-product prices could impact inflation and portfolio risk.
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Is the Fed serious about price stability?

Does the Kevin Warsh Fed want investors to buy stocks or bonds?

Can the US grow its way out of the “debt disease” if politics slow AI development?

Will the uptrend in global liquidity be sustained?
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