MacroVoices #413 Darius Dale: Still Bullish
Macro Voices
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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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