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Episode TimeStamps:
00:00 - Introduction and series context
01:08 - Inflation back on the radar
02:38 - Recent podcast influences and inflation narratives
06:56 - Geopolitics, trust, and market fragmentation
08:52 - Commodities, volatility, and supply driven moves
10:48 - Trend performance and early 2026 conditions
11:30 - Fixed income, FX, and emerging market trends
17:26 - The all weather portfolio problem
18:18 - Bonds, inflation regimes, and correlation breakdowns
22:39 - Commodity trend as a defensive building block
27:01 - Are markets signaling higher inflation ahead
30:04 - What commodity trend really means
33:35 - Institutional resistance to commodities
43:51 - Allocation stability versus macro forecasting
45:23 - Fixed income trends, carry, and autocorrelation
