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Darius Dale, founder of 42 Macro, joins MacroVoices to discuss markets, inflation, bond yields, and why he is still bullish. The podcast covers a range of interesting topics including the potential risk of inflation, peak interest rates, fiscal policy's impact on the market, China's role in the global economy, and the suite of offerings at 42 Macro. They also touch on crude oil market developments and provide listeners with a daily chart deck and research roundup.
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Quick takeaways
- Darius Dale predicts that the stock market's bull run will continue due to positive economic information and policy updates.
- US balance sheets are strong, with flush cash reserves, low debt levels, and favorable debt service ratios.
Deep dives
Bullish outlook for stock market and continuation of bull run
Darius Dale, founder of 42 Macro, predicts that the stock market's bull run will continue. He highlights positive economic information and policy updates that support this outlook, including above-trend productivity growth, fiscal stimulus, and a potential soft landing for the economy. Dale believes that a sustained bull run is likely, with a diminished probability of recession and peak rates for this cycle.
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Listen to the best highlights from the podcasts you love and dive into the full episode