Macro Voices MacroVoices #468 Darius Dale: Changing World Order
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Feb 20, 2025 
Darius Dale, founder of 42 Macro and a leading voice in economic analysis, shares invaluable insights on inflation and government policy. He discusses the sticky nature of inflation and challenges the prospect of returning to a 2% rate. Darius explores market dynamics, touching on gold, oil, and uranium, while navigating economic risks and the implications of the upcoming 'fourth turning.' He also analyzes Dogecoin's uncertain future in relation to broader economic factors, providing essential guidance for investors amid volatility.
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Sticky Inflation
- Darius Dale's framework, driven by growth and inflation, guides investment strategies.
- Sticky inflation, a topic he's emphasized, suggests inflation won't return to 2%.
Inflation Lags Recession
- Inflation is a lagging indicator, typically falling below trend 12-15 months after a recession.
- Current data doesn't indicate a recession, suggesting inflation will remain sticky.
Five Factors for Sticky Inflation
- Five factors contribute to sticky inflation: tight housing, Fed's liquidity management, rising credit growth, labor supply dynamics, and leading indicators.
- These factors point to inflation stabilizing at a higher level than the Fed's 2% target.