The Macro Minute with Darius Dale
42 Macro
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Does more war equal less rate cuts?
Darius explains why escalating geopolitical conflict is pushing oil prices higher and causing markets to reprice toward fewer Fed rate cuts. He also addresses whether retail investors should take factor risk, outlining why retiring on time and comfortably does not require competing in a zero-sum alpha gameāand why institutional-grade risk management matters if you choose to do so.
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