A Perfect Storm Of Troubles Is Brewing | Cem Karsan

U.S. markets face a 15-20 year regime shift driven by populism, deglobalization, and structural inflation, ending the buy-the-dip era.

Traditional 60/40 portfolios risk significant real losses; investors must pivot to risk-adjusted strategies using convexity and hedges.

Geopolitical tensions and commodity scarcity signal a perfect storm, creating a strong macroeconomic backdrop for precious metals.