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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
The heart of the conversation is a simple, stubborn truth: risk is not a line on a volatility chart—it’s running out of purchasing power when you need it most. We frame the post COVID economy as a secular shift where persistent inflation and policy choices erode the value of cash
Markets don’t erase risk; they shift it. That single idea frames the entire conversation about portfolios in a world of monetary debasement, stretched equity valuations, and a retirement landscape that punishes naïve “set it and forget it” beliefs. When we say risk is like energy—never created or destroyed, only converted—we’re
The heart of this episode is a simple promise: we will trade quick thrills for lasting shade. That promise guides the rebrand to Tall Oaks and sets the tone for everything we plan to create—education that helps real people map real financial lives. We open with transparency and disclaimers because
The Journey from Financial Struggle to Financial Freedom In today’s complex financial landscape, many individuals find themselves overwhelmed by debt, confused by investment options, and uncertain about how to build lasting wealth. The path to financial freedom isn’t about finding the next get-rich-quick scheme or secret investment strategy – it’s
Navigating the financial landscape as a freelancer, independent contractor, or creative professional presents unique challenges that traditional employees rarely face. Without the structured support of an HR department to set up retirement plans, health insurance, and regular paychecks, self-employed individuals must develop financial strategies tailored to their specific circumstances. One
Understanding Preferred Equities: The Overlooked Asset Class In the world of investments, preferred equities often get overshadowed by their more popular cousins: common stocks and bonds. However, this hybrid asset class deserves more attention, especially for income-focused investors seeking tax advantages and relative stability. Unlike common stocks or traditional bonds,
Risk is one of the most misunderstood concepts in investing. As financial professionals, we often witness how people equate risk with volatility or the potential for loss. But the truth about risk is far more nuanced and philosophical than most people realize. The fundamental principle we need to understand is
Investment advice is everywhere these days, particularly on social media. You’ve likely seen posts asking, “If you had $50,000 to invest, where would you put it?” While seemingly harmless, these questions reveal a fundamental misunderstanding of how personal finance actually works. The reality is that there’s no universal “best investment”
The journey from McDonald’s crew member to owning 18 franchise locations reveals profound insights into successful business ownership and wealth building. Mark, a veteran who served in Iraq, shares his remarkable path from humble beginnings to becoming a multi-unit franchise owner, highlighting that success requires both strategic planning and personal
