

MacroVoices #413 Darius Dale: Still Bullish
15 snips Feb 1, 2024
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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Bullish Outlook and Bayesian Research
02:38 • 13min
The potential risk of inflation and peak interest rates
15:40 • 8min
Analyzing Fiscal Policy and its Impact on the Market
24:05 • 5min
China's Role in the Global Economy
29:11 • 12min
Exploring the Suite of Offerings at 42 Macro
40:45 • 2min
Crude Oil Market Developments
42:18 • 17min
Daily Chart Decks and Research Roundup
59:35 • 4min