IT's TRUE – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.

Follow Niels on Twitter, LinkedIn and YouTube.

Follow Cem on X.

Follow Neil on X.

Timestamps

01:28 – Introducing Neil Howe and why this conversation matters now
03:37 – What the Fourth Turning is and how the cycle works
10:26 – “The Fourth Turning Is Here” and the practical question: what do we do?
16:42 – Rates, inequality, and why the last 40 years may not repeat
20:17 – Inflation as a crisis tool, not a forecasting error
26:43 – Options, convexity, and non-linear portfolios in regime change
33:31 – The surge into “non-correlated” assets and what it signals
39:39 – Market closures, devaluation, and the limits of buy-the-dip history
45:28 – Commodities as a missing portfolio leg and the volatility debate
48:12 – Howe’s ETF framework: themes, commodities, cash, and tail hedges
52:43 – Timing the crisis, geopolitics, and the authoritarianism question

The post The Fourth Turning Is Here: How to Trade the Regime Shift ft. Neil Howe appeared first on Top Traders Unplugged.