Dariuszewski: Everything that you're telling me is just reconfirming my greatest fears. It sounds like we're headed toward a worse than 19 seventies secular stagflation, where we see continued commodity price inflation, which auses a recession. Congress is out to lunch, and has been out to lunch as a function of this,. But in my opinion, going back to the call we made in early november of last year to get out of hybeta risk assets, they're out to lunch because inflate is a big issue too.
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc
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