MacroVoices #329 Darius Dale: A Recession Is The Bull Case

1

Introduction

00:00 • 2min

2

The Dollar Index Is Still Stuck in Here

02:22 • 3min

3

What's Happening in the Stock Market?

05:03 • 5min

4

Gold Mining Shares - What's Your Take on Gold?

09:49 • 2min

5

Is This Just a Short Term Blow Off Top in Inflation?

11:27 • 2min

6

Investing in Green Energy in Europe

13:21 • 5min

7

The Liquidity Cycle, Growth Cycle and the Propit Cycle

18:00 • 4min

8

The Fezd Hands Are Tied

21:52 • 4min

9

Is the Fed Trying to Stop Inflation?

25:45 • 2min

10

Is There a Material Slowdown in the Growth Cycle?

27:59 • 2min

11

What's the Biggest Slowdown in Mortgage Rates?

29:51 • 6min

12

Corporat Profitability Is Cyclically Elevated and Structuredly Evolved

35:41 • 6min

13

Do You Think We're Going to Have a Secular Inflation Model?

41:22 • 3min

14

Capital Inflows in the Last Two Years Into the Usa Economy

43:59 • 3min

15

Is Russia Putting the Squeeze on the West?

47:28 • 3min

16

The Inflation Story Is a Very Dangerous Narrative

50:08 • 4min

17

Slight 92 - Is This Really a Growth Cycle Down Turn?

54:38 • 4min

18

The Fed's Hands Might Be Tied, Right?

58:18 • 2min

19

Is There Anything in the Data That Says Maybe Something Could Happen?

01:00:04 • 4min

20

What Are the Key Takeaways of the Bear Market?

01:04:17 • 3min

21

Do You Really Know Where You Are in the Cycles?

01:06:58 • 4min

22

What Do You Think About the Crypto Market?

01:11:03 • 4min

23

Is This a Short Squeeze?

01:14:46 • 3min

24

Dollar Parody

01:18:07 • 2min

25

Crude Oil Futures - Is This a Byon Dip?

01:19:43 • 2min

26

Is There a Back Drop in the Crack Spreads?

01:21:36 • 4min

27

Will the Credit Spreads Continue to Blow Out?

01:25:13 • 2min

28

Mackra Voices - This Week's Research Round Up

01:27:03 • 4min