If we get down to the levels we have projected from a net liquidity perspective, you're talking about the red line being dragged down alongside the blue line. And at 29 hundred s m p from the all time high on january fourth, that is about down forty per cent right? So i think, you know, again, the bare case is very significant, and it's a lot fatter tailed. It's not to come out and be barish and and scare people. It's just to help them carefully nd thoughtfully manage risk around a lot of these cyclical dynamics.
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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