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The Pomp Podcast
#1311 Darius Dale | Will Global Liquidity Push Bitcoin To All-Time Highs?
Feb 15, 2024
26:10
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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.
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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.
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