{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"ITPM Flash Ep108 Tail Risk Inflation Hedge $TLT","description":" ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!    Markets continue to show surprising resilience despite escalating geopolitical tensions \u2014 but are investors underestimating the risks?   In this week\u2019s ITPM Flash, Jason McDonald examines the muted reaction in equities following the Iran conflict, with the S&P 500 only modestly off its highs. He explores why this apparent complacency may reflect a broader belief that geopolitics \u201cdoesn\u2019t matter\u201d \u2014 and why that assumption could be dangerous.   We then dive into the shifting role of traditional safe haven assets. U.S. Treasuries, once the cornerstone of global capital preservation, have delivered poor performance through recent macro shocks. Meanwhile, gold \u2014 often viewed as the ultimate hedge \u2014 has also struggled during the current crisis, raising important questions about portfolio construction in today\u2019s environment.   Finally, Jason outlines a tail-risk trade idea centered on rising inflation expectations and structurally higher bond yields. If energy prices remain elevated and inflation proves sticky, long-duration bonds could face significant downside \u2014 creating asymmetric opportunities for those positioned correctly. ","author_name":"ITPM Podcast","author_url":"https:\/\/www.itpm.com","html":"