podcast link including transcript: https://investresolve.com/podcasts/the-two-fundamental-drivers-that-determine-all-economic-regimes-podcast/

Key Takeaways

• Asset classes perform predictably during regimes but regimes are difficult to forecast and time
• The 2 axes create the Growth/Inflation 2x2 Matrix
• How to combine assets to construct a portfolio
• How the number of unique bets varies