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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.