TWM - Tactical Edge Podcast

Pick Your Poison | TWM Tactical Edge Podcast – Episode #11 In this companion episode to The Petrodollar Trap, Raj Bhuyan, Managing Partner at Tactical Wealth Management, goes back a century to answer a bigger question: how did the U.S. dollar become the world’s reserve currency in the first place — and how fragile is that status today? The story starts with two collapses. In 1923 Germany, the Reichsbank’s money printer ran so hot that people burned savings for heat; by 1930 in Cleveland, Ohio...

The Tactical Edge Podcast with Raj Bhuyan returns for Episode 10, a shorter "Flash" episode on the petrodollar trap and what it may mean for the U.S. dollar, inflation, interest rates, and portfolio construction. Raj travels back to 1973, when the OPEC oil embargo, gas lines, a surging gold price, and a nearly 50% decline in the S&P 500 set the stage for a deal between the United States and Saudi Arabia that created the petrodollar system and cemented the dollar's status as the world's re...

The Tactical Edge Podcast with Raj Bhuyan returns for Episode 9 with a wide-angle look at today’s investment landscape, challenging listeners to zoom out from the daily headlines and ask a bigger question: Are we still in the late stages of the longest bull market in modern history, or are we already witnessing the transition into an entirely new market cycle? Raj examines how seventeen years of extraordinary equity returns, expanding money supply, passive investing, and growing investor comp...

The Tactical Edge Podcast with Raj Bhuyan returns for Episode 8 with a deep dive into one of the biggest questions investors are asking right now: Why are markets continuing to rise amid geopolitical instability, supply chain disruption, and growing macroeconomic stress? Raj explores the idea that today’s market behavior may best be explained through the lens of a “right-tail” environment — a world where persistent currency debasement, excessive liquidity, and structural inflation drive nomin...

The Tactical Edge Podcast with Raj Bhuyan returns at a critical moment —when markets, geopolitics, and policy are colliding in ways that could reshape portfolio outcomes for years to come. In this episode, Raj breaks down why today’s environment may be even more complex than investors realize, moving from a “triple threat” to a full-blown convergence of structural risks. From elevated valuations and market concentration to geopolitical instability and persistent inflation pressures, the...