TWM - Tactical Edge Podcast

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 worl...

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...

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...

The Tactical Edge Podcast with Raj Bhuyan opens the new year with a forward-looking conversation on market rotation, monetary accommodation, and where leadership may be shifting next. In this episode, Raj is joined by Tactical Wealth Management CIO Marty Ruether for a deep dive into what changed in 2025—and why the signals emerging now may define the next market cycle.  Together, they break down h...

The Tactical Edge Podcast with Raj Bhuyan takes a step “off script” in this special listener Q&A episode, tackling some of the biggest questions raised by earlier shows. From what’s really real when we talk about inflation to how money supply, policy choices, and index construction shape long-term outcomes, Raj pulls back the curtain on the mechanics behind the numbers investors see every day....

The Tactical Edge Podcast with Raj Bhuyan returns with a timely discussion on one of the most important — and misunderstood — elements of successful investing: proactive risk management. In this episode, Raj explores why “lane switching” in volatile markets may be the key to long-term success, and why so many investors — and even major institutions — still fail to do it effectively. Drawing from d...

The Tactical Edge Podcast with Raj Bhuyan returns with an in-depth exploration of one of the most pivotal turning points in modern financial history — the end of U.S. dollar convertibility to gold in 1971. What really happened when President Nixon closed the gold window, and how does that decision continue to shape the global monetary system today? In this episode, Raj breaks down the historical c...

The Tactical Edge Podcast with Raj Bhujan dives into the realities of today’s financial markets and explores whether investors are sailing on a “cruise ship” or navigating the waters with a “speedboat.” In this episode, Raj breaks down macro-level trends, equity valuations, investor sentiment, and historical market cycles to uncover what the data is really telling us. From the unprecedented highs...