Macro Regime & Investment Cycle - Discussion revolves around the 'debasement trade', suggesting a focus on investments that can retain value during currency devaluation or inflationary periods [1] - The analysis points towards a new macro regime, implying a shift in economic conditions and policy responses that necessitate a revised investment strategy [1] - The conversation anticipates the next great investment cycle, indicating an expectation of significant opportunities for growth and returns in specific sectors or asset classes [1]