The Pomp Podcast

#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.
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