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The Pomp Podcast

#1214 Darius Dale | Central Banks Are Secretly Controlling Stock Prices?!

Jun 21, 2023
21:35
Snipd AI
Darius Dale, founder & CEO of 42Macro, discusses global liquidity and the impact of central banks on stock prices. They explore the recovery process of global liquidity, updates on Eurozone and Japan's liquidity cycles, and factors influencing a potential recession.
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Podcast summary created with Snipd AI

Quick takeaways

  • Central banks' influence on global liquidity affects asset prices, including Bitcoin and US equities.
  • Differences between public and private sector liquidity and the ability of central banks to control overall liquidity and asset markets.

Deep dives

Global Liquidity Proxy and Recovery

The podcast discusses the global liquidity proxy and its recent recovery off the lows. They explain how the recovery process has stalled and is now moving in the wrong direction, which has affected asset prices, including Bitcoin and US equities.

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