Why Discipline Beats Alpha in 2025’s Market w/ Douglas Boneparth
The Fed held rates, but the real story is the growing divide inside the boardroom. Douglas Boneparth joins us to break down the macro drama, what it means for markets, and why discipline is beating alpha in 2025. We also dig into the White House’s crypto report, the SEC’s new ETF rules, and how long-term investors can actually win in this market.
🎧 What you’ll learn in this episode:
- Why two Fed governors just broke ranks (and what that means for markets)
- The surprising details of the White House’s new crypto report
- The SEC’s in-kind redemption rule and how it could supercharge crypto…
The skinny
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