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On The Margin
Is Goldilocks Going To End Soon? | Darius Dale
Sep 27, 2023
Darius Dale, founder of 42Macro, discusses his views on stocks, bonds, and the economy, explaining why he expects a hard landing. They also touch on the Fed's new dot plot, interest rates & bond yields, the sticky inflation narrative, and the outlook on stocks & bonds.
40:09
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Quick takeaways
- Inflation is likely to be stickier than expected, even as a recession may be on the horizon, with potential implications on asset markets such as stocks, bonds, and cryptocurrencies.
- The stock market may experience a blow-off top before a potential crash, but positive growth expectations could prolong the current rally; the crypto market expects consolidation and volatility influenced by liquidity conditions and economic resilience.
Deep dives
Inflation and the Federal Reserve
The podcast episode discusses the current state of inflation and the Federal Reserve's response. While there has been a recent rise in energy-driven headline inflation, core inflation measures are showing signs of stagnation and deceleration. However, the podcast suggests that inflation is likely to be stickier than expected, even as a recession may be on the horizon. The Federal Reserve's approach to monetary policy, along with its projections for future interest rate hikes and inflation targets, are also examined. The podcast highlights the potential implications of these factors on asset markets such as stocks, bonds, and cryptocurrencies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode