The Pomp Podcast #1480 Darius Dale | Trump Tariffs Are Not What You Expect
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Feb 3, 2025 
In this conversation, Darius Dale, Founder and CEO of 42Macro, shares his insights on the unexpected effects of tariffs on global liquidity and asset markets. He discusses the complexities surrounding Trump's tariffs, emphasizing their nuanced economic implications. The chat dives into how AI is reshaping the job market, boosting productivity while raising concerns over potential unemployment. Additionally, they examine Dogecoin's influence on government spending, providing a fresh perspective on current financial trends and challenges.
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Tariffs and Global Liquidity
- Tariffs' impact on global liquidity and asset markets is more crucial than their direct economic effects.
- Focus on how dollar strength due to tariffs might unwind bullish market positions.
Forecasting Global Liquidity
- Global liquidity is a key driver of asset markets, impacting both stocks and crypto.
- Accurately forecasting global liquidity requires analyzing various leading indicators, including the US dollar and currency volatility.
2018 Tariffs
- Anthony Pompliano's research on 2018 tariffs changed his perspective on their effectiveness.
- He initially skeptical, now supports doubling or tripling down on tariffs.