# macro regime (audio feeds) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover macro regime. Page: Feed: --- ## [Bessent’s Yen Balancing Act](https://beyondthecycle.substack.com/p/bessents-yen-balancing-act) _2026-08-16 · Alan Dunne · Beyond The Cycle_ While the Treasury Secretary Can Intervene in FX Markets, Kevin Warsh may ultimately drive USD/JPY ## [Where Do a Million Robotaxis Go?](https://thelineupwithjohnpugh.substack.com/p/where-do-a-million-robotaxis-go) _2026-08-11 · John Pugh · The LineUp_ Behind every autonomous fleet is a physical network of land, power, parking, and service. At scale, that network could reshape the city. ## [Returns Are Only Half the Story: What 52 Investments Reveal Across Eight Macro Environments](https://logicmacroregime.substack.com/p/returns-are-only-half-the-story-what) _2026-07-30 · LOGIC Macro Regime · LOGIC Macro Regime_ A regime-aware test of currencies, fixed income, equities and commodities from September 2011 through March 2026. ## [Anna Jensen: Multifamily Isn’t Broken. It’s Recalibrating](https://thelineupwithjohnpugh.substack.com/p/anna-jensen-multifamily-isnt-broken) _2026-07-28 · John Pugh · The LineUp_ Why disciplined operations and asset management determine what happens after the deal closes. [Listen](https://api.substack.com/feed/podcast/208361086/95471596d82e9eaef59e66fc07084ef1.mp3) ## [The Missing Reaction Function](https://beyondthecycle.substack.com/p/the-missing-reaction-function) _2026-07-27 · Alan Dunne · Beyond The Cycle_ Markets no longer know where rates are going. More importantly, they no longer know how the Fed thinks. ## [Monthly Macro Map 🧭 🌊 - July 2026](https://logicmacroregime.substack.com/p/monthly-macro-map-july-2026) _2026-07-20 · LOGIC Macro Regime · LOGIC Macro Regime_ Where are we in the macro cycle? Navigation to January 2027. ## [Gold’s Reality Check](https://beyondthecycle.substack.com/p/golds-reality-check) _2026-07-18 · Alan Dunne · Beyond The Cycle_ What five decades of boom and bust tell us about the current correction ## [LOGIC Macro Regime Full Framework Explained](https://logicmacroregime.substack.com/p/logic-macro-regime-full-framework) _2026-07-17 · LOGIC Macro Regime · LOGIC Macro Regime_ Navigate the macro cycle with a systematic, forward-looking investment framework. [Listen](https://api.substack.com/feed/podcast/207468260/20bf3741933a63d9dbe15ab21805184d.mp3) ## [The Next Economy Will Be Physical](https://thelineupwithjohnpugh.substack.com/p/the-next-economy-will-be-physical) _2026-07-10 · John Pugh · The LineUp_ How AI, robotics, space, defense, and energy are creating a new American economic map ## [Beyond the Noise: Why More Economic Data is Making You a Worse Investor](https://logicmacroregime.substack.com/p/beyond-the-noise-why-more-economic) _2026-07-03 · LOGIC Macro Regime · LOGIC Macro Regime_ The proliferation of high-frequency economic data has resulted in a signal-to-noise ratio that increasingly obscures structural macro trends. ## [Watch Chovy Code Live (Sponsored)](https://crawlproof.com/a/YMtHrdrxe8UA) _2026-07-03 · **Sponsored**_ Join live coding streams with real-time collaborative screen sharing, open source and free. ## [Monthly Macro Map 🧭 🌊 - June 2026](https://logicmacroregime.substack.com/p/monthly-macro-map-june-2026) _2026-06-22 · LOGIC Macro Regime · LOGIC Macro Regime_ Where are we in the macro cycle? Navigation to December. ## [The Liquidity Solvency: Utilizing the LOGIC Macro Regime Framework to Map the Next 6 Months of Market Regime](https://logicmacroregime.substack.com/p/the-liquidity-solvency-utilizing) _2026-06-11 · LOGIC Macro Regime · LOGIC Macro Regime_ A systematic macro framework built to identify future market regimes, risk bias, and portfolio positioning before the crowd catches up. ## [The Sovereign Liquidity Engine: Why Mathematical Necessity Dictates the Next Market Regime](https://logicmacroregime.substack.com/p/the-sovereign-liquidity-engine-why) _2026-06-08 · LOGIC Macro Regime · LOGIC Macro Regime_ Why rising government interest costs may be bullish for asset markets. ## [The Hardware of Capitalism Still Runs. The Software is Broken.](https://beyondthecycle.substack.com/p/the-hardware-of-capitalism-still) _2026-06-05 · Alan Dunne · Beyond The Cycle_ AI Has Rescued Equities. But It Hasn't Rewritten the New Economic Reality. ## [Why the "Global Easing Cycle" is the Most Powerful Signal You’re Not Tracking](https://logicmacroregime.substack.com/p/why-the-global-easing-cycle-is-the) _2026-06-01 · LOGIC Macro Regime · LOGIC Macro Regime_ When more central banks begin cutting rates, liquidity builds, financial conditions ease, and markets often move higher. ## [The Trade Everyone Already Owns: Why Being Right is Not Enough in Macro Investing](https://logicmacroregime.substack.com/p/the-trade-everyone-already-owns-why) _2026-05-25 · LOGIC Macro Regime · LOGIC Macro Regime_ You can be completely right about the macro outlook and still lose money if everyone else got there first. ## [Monthly Macro Map 🧭 🌊 - May 2026](https://logicmacroregime.substack.com/p/monthly-macro-map-may-2026) _2026-05-22 · LOGIC Macro Regime · LOGIC Macro Regime_ Where are we in the macro cycle? Navigation to November. ## [AI, War, Debt and Disorder](https://beyondthecycle.substack.com/p/ai-war-debt-and-disorder) _2026-05-04 · Alan Dunne · Beyond The Cycle_ Why the collision of an oil shock and an AI boom will push the US further along the road to fiscal dominance ## [Rethinking Bonds in a Changing Macro Regime](https://beyondthecycle.substack.com/p/rethinking-bonds-in-a-changing-macro) _2026-04-02 · Alan Dunne · Beyond The Cycle_ It’s not just whether to own bonds, it’s how to own them ## [The Return of Basis Discipline in Sunbelt Multifamily](https://thelineupwithjohnpugh.substack.com/p/the-return-of-basis-discipline-in) _2026-03-25 · John Pugh · The LineUp_ How capital stack distress is creating entry points for disciplined multifamily investors ## [Crypto Payments, No Custody (Sponsored)](https://crawlproof.com/a/8BcnRI5kUGLh) _2026-03-25 · **Sponsored**_ Send crypto to merchant wallets via API with real-time updates and automatic fees. ## [Family Office Direct RE Investment in 2026](https://thelineupwithjohnpugh.substack.com/p/family-office-direct-re-investment) _2026-03-17 · Mikayla Burnes · The LineUp_ Why family offices are prioritizing direct deals, inflation protection, and operator relationships ## [Colten Ratz on Why Trust Is the Real Asset in Family Office Investing](https://thelineupwithjohnpugh.substack.com/p/colten-ratz-on-why-trust-is-the-real) _2026-02-24 · John Pugh · The LineUp_ How authenticity, co-investing, and selective networks are reshaping private capital [Listen](https://api.substack.com/feed/podcast/187430620/ba2c9ed7195785c5745256e267de83b4.mp3) ## [When Capital Tightens, Focus Wins](https://thelineupwithjohnpugh.substack.com/p/when-capital-tightens-focus-wins) _2026-02-19 · John Pugh · The LineUp_ Modern Capital Strategies #2 ## [Spaxel: Building a Real Estate Operating System](https://thelineupwithjohnpugh.substack.com/p/revolutionizing-real-estate-the-spaxel) _2026-02-18 · John Pugh · The LineUp_ How offshore infrastructure, vertical integration, and AI are reshaping execution in a higher-cost market. [Listen](https://api.substack.com/feed/podcast/187405040/42e0d2783b8488e7dcf0c77b24e7034f.mp3) ## [The Reinvention of Dead Office Space](https://thelineupwithjohnpugh.substack.com/p/the-reinvention-of-dead-office-space) _2026-02-06 · John Pugh · The LineUp_ Turning empty towers into culture, wellness, and community. ## [Buying When Others Pause with Ken Gee](https://thelineupwithjohnpugh.substack.com/p/buying-when-others-pause-with-ken) _2026-02-04 · John Pugh · The LineUp_ Market Cycles, Discipline, and Long-Term Wealth in Multifamily [Listen](https://api.substack.com/feed/podcast/184794312/ae75aa6b14ffca5b637059a2aaeb5d6c.mp3) ## [Echoes of the 1990s, Fragilities of the 2020s](https://beyondthecycle.substack.com/p/echoes-of-the-1990s-fragilities-of) _2026-01-15 · Alan Dunne · Beyond The Cycle_ Why High Debt and Weaker Policy Credibility Undermine the 1990s Parallel ## [The Three Fractures in the Macro Regime](https://beyondthecycle.substack.com/p/the-three-fractures-in-the-macro) _2025-12-12 · Alan Dunne · Beyond The Cycle_ And Why They Call for a Regime-Adaptive Approach ## [Gold’s Place in an All-Weather Portfolio](https://beyondthecycle.substack.com/p/golds-place-in-an-all-weather-portfolio) _2025-11-06 · Alan Dunne · Beyond The Cycle_ The Case, the Context, and the Call ## [Solving The Investor’s Dilemma](https://beyondthecycle.substack.com/p/solving-the-investors-dilemma) _2025-10-03 · Alan Dunne · Beyond The Cycle_ How to build a portfolio to capture equity gains but manage the downside ## [Ship everywhere from one CLI (Sponsored)](https://crawlproof.com/a/0aHuJFliBOb2) _2025-10-03 · **Sponsored**_ One codebase, hosted runners, encrypted credentials, and automated submissions across stores ## [Fiscal Dominance and the New Era of Macro Volatility](https://beyondthecycle.substack.com/p/fiscal-dominance-and-the-new-era) _2025-09-16 · Alan Dunne · Beyond The Cycle_ Why adaptive strategies may be key to navigating an era of turbulence ## [The Fed at a Crossroads](https://beyondthecycle.substack.com/p/the-fed-at-a-crossroads) _2025-08-13 · Alan Dunne · Beyond The Cycle_ How the Next Fed Chair Could Redefine U.S. Monetary Policy — and Its Independence ## [Forget The Cycle. It’s the Regime That Matters](https://beyondthecycle.substack.com/p/dont-fret-the-fed-its-the-regime) _2025-07-11 · Alan Dunne · Beyond The Cycle_ And When Sentiment Peaks, the Regime Is Already Shifting ## [Looks Diversified. Acts Like Beta.](https://beyondthecycle.substack.com/p/looks-diversified-acts-like-beta) _2025-06-13 · Alan Dunne · Beyond The Cycle_ The Hidden Fragility in Many Asset Allocation Plans ## [All Roads Lead to Higher Yields](https://beyondthecycle.substack.com/p/all-roads-lead-to-higher-yields) _2025-05-29 · Alan Dunne · Beyond The Cycle_ From Carville to Crisis: Why 1993’s Fiscal Lessons Are Being Ignored ## [Asset Allocation in the New Macro Regime](https://beyondthecycle.substack.com/p/asset-allocation-in-the-new-macro) _2025-05-16 · Alan Dunne · Beyond The Cycle_ From safe havens to growth bets — why investors are rethinking everything ## [From Privilege to Pressure](https://beyondthecycle.substack.com/p/from-privilege-to-pressure) _2025-05-06 · Alan Dunne · Beyond The Cycle_ Rethinking the U.S. Dollar's Structural Outlook ## [The Next Battle: Trump vs. the Fed](https://beyondthecycle.substack.com/p/the-next-battle-trump-vs-the-fed) _2025-04-20 · Alan Dunne · Beyond The Cycle_ Why stagflationary pressures could see the central bank's independence under fire