
Podcast #84 with Robert McGroarty: Navigating Quad 2, Gold’s Dollar Paradox & Inelastic Markets
Markets in 2025 demand a different playbook. The old reliance on static valuation metrics struggles when capital floods into narrow themes and liquidity moves by algorithm. In this episode we map the landscape using Hedgeye’s Macro Quads: four regimes defined by the rate of change in growth and inflation. That








