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This week, Darius Dale Founder of 42 Macro joins the show for a discussion on the current state of asset markets.
With the recession that never came to be, stock markets hovering around all time highs & Fed rate cuts in 2024, Darius makes the case that markets are pricing in goldilocks & a 2024 soft landing. To hear all this & more, you'll have to tune in!
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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Timestamps:
(00:00) Introduction
(00:39) Markets Are Pricing Goldilocks
(06:29) The Recession That Never Came To Be
(10:55) DAS London Plug
(12:11) 2024 Elections & Janet Yellen's Liquidity Supportive Impulse
(15:25) The Highest Probability Is A Soft Landing In 2024
(21:10) Inflation
(27:06) Rate Cuts In 2024
(30:10) Blockworks Research Ad
(30:58) Oil
(33:21) What Is Happening In China?
(39:56) Bitcoin
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Supply Shock 