Tactical Edge Podcast - Brought To You By TWM - Episode 6

In Episode 6, Raj Bhuyan revisits Tactical Wealth Management’s current market bias and provides an updated look at the “right-tail” thesis — a framework that explores how asset prices can continue rising in nominal terms amid currency debasement, increased liquidity, and growing volatility.

This episode walks through historical and modern examples to better understand how inflationary environments, declining currencies, and policy decisions can distort traditional return expectations — and why investors must focus on real purchasing power, not just headline performance.

Topics discussed include:

• What the “right tail” means for equity markets and volatility
• Historical examples of currency debasement and asset inflation
• Why nominal returns can be misleading in inflationary regimes
• The role of the U.S. dollar and what recent weakness may signal
• Concentration risk in U.S. large-cap equities
• Precious metals through the lens of supply, demand, and long-term cycles
• Gold, silver, and their relationship to equity markets
• Behavioral risks during large drawdowns and volatile market regimes
• Why preparation and risk management matter more than prediction

Disclaimer:
This content is for informational and educational purposes only and should not be considered financial advice. Please consult your advisor for guidance specific to your situation.