The Morning Dose
Morning Dose #238: Regime Flip: When the Rally Vanishes in One Speech – Thursday 4/2/2026
0:003:48
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Episode summary
A sudden geopolitical shock—triggered by a single speech—erased 48 hours of bullish momentum, flipping market regime from cautious optimism to synchronized risk-off. We break down the breadth collapse, oil surge, and how to trade the new defensive reality.