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13min chapter
MacroVoices #413 Darius Dale: Still Bullish
Macro Voices
Bullish Outlook and Bayesian Research
The chapter discusses the hosts' bullish outlook on the market based on quantitative tools and market data. They explore the probability of a sustained bull run and a new bear market, highlighting the diminished likelihood of a bear market. They emphasize their Bayesian research and risk management processes and attribute the improved outlook to various factors such as increased productivity growth and fiscal stimulus.
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