"The sanctions that the west imposed, as far as i can see, are kind of a self inflicted inflation wound. We haven't even gotten to the point where russia says, hey, let's take this opportunity to squee s the west by intentionally taking action on russia's part," he said. "I think the average investor thinks we're a lot closer to the far left end of the distribution of probable outcomes,. economically and financial market wise than we believe."
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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