Geopolitical instability is reshaping investment strategy. Regime change risks overseas, domestic populism, and a Federal Reserve caught between economic targets and political headwinds paint an uncertain landscape. Here's what matters: inequality is widening, and traditional assets aren't cutting it anymore.

Hard assets are moving back into focus. Real estate, commodities, and Bitcoin—they're no longer niche plays but essential portfolio anchors when currency value erodes and trust in institutions wavers. The disconnect between what markets are pricing and ground-level reality is stunning.

So why do equities keep climbing? Partly because central banks remain accommodative despite public pressure. Partly because there's simply nowhere else for capital to go. The real question isn't whether markets rally—it's whether this momentum holds when geopolitical friction meets monetary constraint.