The market is breathing a collective sigh of relief today with the news of a two-week US-Iran ceasefire. It removes a massive geopolitical overhang that has been suppressing sentiment. But while the headline-readers exhale, I am using this drop in volatility to look under the hood. Today, I am explaining how to position yourself during this macro pause, highlighting my latest deep-dive interview with
US-Iran Ceasefire, Rigatoni Capital…
The market is breathing a collective sigh of relief today with the news of a two-week US-Iran ceasefire. It removes a massive geopolitical overhang that has been suppressing sentiment. But while the headline-readers exhale, I am using this drop in volatility to look under the hood. Today, I am explaining how to position yourself during this macro pause, highlighting my latest deep-dive interview with