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#1226 Darius Dale | Wall Street Is Calling The Fed's Bluff?!
The Pomp Podcast
The Immaculate Disinflation Portfolio Approach
We implemented a systematic long lonely process in January of this year. We're at 83% of our max exposure to equities and 0% of fixed income right now. That's due to what we call the bottom-up risk management overlay. And it's likely to continue having us pretty long stocks for a while because I don't really see anything coming down the pike in the very near term that's going to derail, you know, this rise in sickle growth expectations.
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