Why are markets still priced as if the old world is coming back? Alan Dunne and Niels Kaastrup-Larsen examine the case for structurally higher yields — not as a risk, but as the regime. Drawing from Alan’s recent writing, they trace how debt levels, policy incentives, and investor complacency have converged into a feedback loop that central banks may no longer control. From Japan’s bond signals to the quiet retreat of fiscal discipline in the U.S., this episode maps a shift that’s already underway. For investors still relying on yesterday’s models, the risk isn’t missing the turn...it’s not seeing that we’ve already made it.
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Episode TimeStamps:
00:13 - Introduction to Systematic Investing
10:52 - Global Macro Picture: All Roads Lead to Higher Yields
17:26 - The Evolution of Economic Policy and Debt Dynamics
29:55 - The Influence of Economic Policies on Inflation and Growth
40:13 - Market Trends and Investor Sentiment Survey
45:08 - Navigating Market Expectations and Historical Trends
59:34 - The Importance of Diversification in Investment Strategies
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