Tactical Edge Podcast - Brought To You By TWM - Episode 1
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Tactical Edge Podcast - Brought To You By TWM - Episode 1
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The Tactical Edge Podcast with Raj Bhujan dives into the realities of today’s financial markets and explores whether investors are sailing on a “cruise ship” or navigating the waters with a “speedboat.” In this episode, Raj breaks down macro-level trends, equity valuations, investor sentiment, and historical market cycles to uncover what the data is really telling us.
From the unprecedented highs of the S&P 500 to the lessons of the 1970s, and from Warren Buffett’s valuation indicators to the implications of global monetary policy, this discussion goes beyond the noise to uncover the signal. Raj also highlights why investors may need to rethink autopilot strategies, consider overlooked sectors, and prepare for generational shifts in markets, bonds, commodities, and even artificial intelligence.
This content is for informational and educational purposes only. It is not financial advice. Please consult your advisor for guidance specific to your situation.