There’s A Bubble in The Inflation Narrative | Darius Dale
Forward Guidance
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The Future of Risk Assets
We expect risk assets to perform positive the absolute terms of the near term, you know, kind of into the well into Q one in terms of what our models are signaling. Do we make new all time highs and things like Bitcoin and Ethereum? That's a reasonable possibility. But now we're going to a state where you basically have to do the opposite in order to outperform if you're a professional money manager. We think that process will really begin in earnest in kind of late Q one early Q two.
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