
Resolve Riffs Investment Podcast Darius Dale Riffs on Market Dynamics, Economic Cycles & Investment Strategies
Jun 15, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The Confusion of the Real Economy and the Financial Economy
02:04 • 4min
The Mismatched Pricing in the Money Market
05:52 • 6min
The Fed's Plan to Issue Bills and Not Coupons
11:38 • 5min
The Regional Banking Crisis: A Slow Moving Type of Crisis
16:09 • 2min
The Eye Bubble: Why the Bond Market Refuses to Buy Persistent Inflation
18:13 • 5min
The Stock Market's Response to Recession
22:57 • 6min
The Fed's Job Is to Get to 2% Inflation
28:55 • 3min
The Equity Market Pricing in a Premature Pivot
32:15 • 5min
The Market Is Priced in Recession
37:37 • 2min
How to Position Your Data-Driven Models to Capture the Major Beams
39:27 • 3min
The Fed's Balance Sheet Trends Lower in April
42:41 • 6min
The Stock Market's Forecast for the Next Two Weeks
48:31 • 2min
The Dollar's Long Term Outlook Is Bearish
50:24 • 3min
Goldilocks and the TGA
52:56 • 4min
