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Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime | #366

The Meb Faber Show - Better Investing

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What's Next for the Global Economy?

We've come out of this very elongated period of reflaction, where by growth and inflation were accelerating simultaneously. To the extent we do see sustained economic recoveries out of delta, the economyis likely to now cast itself back into reflection. And so at some point between, i don't know, let's call it lay c four, early c one, and mit to lake con and early c two, we're going to see acit markets have to kind of force themselves into a very defensive posture. But between now and then, we should see some clear blue skies kind of keeping a moving on the process.

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