#1186 Darius Dale on Bitcoin Rally, Interest Rates, Inflation, & Banking Crisis
The Pomp Podcast
00:00
The Chinese Growth Cycle and the Chinese Liquidity Cycle
The market is clearly sniffing out the Fed eventually getting to this pause pivot. We happen to think it's probably more likely to be the June meeting, but that's neither here nor there. It's obviously April markets are forward looking. But another thing that we've learned in that study is that historically speaking, pause pivots tend to be the most bullish pivots.
Transcript
Play full episode
