Cam Kcnsen 🥐 retweetledi
Is the 40-year macro playbook finally reaching its expiration date? 🌪️
In this episode of "U Got Options," I sat down with the man who literally wrote the book on our current era: Neil Howe (@HoweGeneration), author of The Fourth Turning.
We dive into why today’s signals suggest a shift toward a new, non-linear regime:
🔹 The 60/40 Trap: Why recency bias is a major risk to modern portfolios.
🔹 Inflation as a "Solution": How debt and demographics shift power from Capital to Labor.
🔹 Managing "Heavy Weather": The strategic role of convexity and options in a structural regime change.
Check the link in the reply below for the full deep dive from the @Cboe floor. 👇

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