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Nothing Destroys Inflation Like a Recession | Darius Dale
Forward Guidance
The Future of Asset Allocation in a Cyclic Slowdown
I think when you got back into oil, I think you pretty much nailed the bottom of market. As we get further in the year and the liquidity dynamics continue to get tighter and tighter and tighter, more and more assets are going to find it very difficult to appreciate in price. And as long as it stays turned off, you start to lose pockets of the market. We're supposed to have this like post pandemic services sector boom, right? Where there's all this cash on the sidelines that, you know, the government gave us and we're going to spend all this money. Oh, no, wait, Darius is probably going to be right on this below trend growth slowdown. You
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