AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Pomp Podcast
#1311 Darius Dale | Will Global Liquidity Push Bitcoin To All-Time Highs?
Feb 15, 2024
Darius Dale, Founder & CEO of 42Macro, talks about global liquidity, quantitative risk management model, bitcoin's potential as an index for global liquidity, analyzing wage growth and data manipulation, and current market environment and client actions.
26:10
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Darius Dale disagrees with Treasury Secretary Janet Yellen's claim that people are better off despite rising prices, emphasizing the distributional aspect of the impact of inflation on different income brackets.
- Darius Dale's quantitative risk management model focuses on short to medium-term market outlooks, tracking factors such as investor positioning, volatility, and global liquidity to generate accurate signals.
Deep dives
Evaluating Janet Yellen's view on inflation
The podcast discusses Treasury Secretary Janet Yellen's recent comment on inflation, where she claimed that people are better off despite rising prices. The guest, Darius Dale, disagrees with her statement, suggesting that it needs some adjustment due to the current consumer sentiment and real income levels. He explains that while those in higher income brackets have seen positive growth in assets and net worth, individuals in lower income brackets have experienced stagnant wage growth. Thus, Dale disagrees with Yellen's claim, highlighting the distributional aspect of the impact of inflation.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode