

#1354 Darius Dale | Presidential Election Could Make Assets EXPLODE
May 1, 2024
Darius Dale, CEO of 42Macro, discusses Secretary Yellen's hawkish tone, liquidity dynamics, rising inflation, and the impact on asset prices leading up to the election. They cover optimizing debt issuance, duration risk in portfolios, the dollar's global impact, and historical market trends around presidential elections.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Treasury Quarterly Refunding Announcement Analysis
04:02 • 9min
Analysis of Duration Risk, Financial Conditions, and Asset Prices in Light of Political Strategy and Market Dynamics
13:04 • 3min
Analysis of the Dollar's Impact on Global Liquidity and Market Dynamics
16:04 • 1min
Analyzing the Presidential Election's Influence on Asset Markets
17:31 • 3min