Bullish Outlook and Bayesian Research

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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.

MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish.

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