Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime

1

Introduction

00:00 • 2min

2

Makro to Day - A Short Book Screen Chair to Day

01:48 • 4min

3

What's Next for the Global Economy?

05:53 • 6min

4

How Much Time Do Countries Spend in the Different Blocks?

11:24 • 3min

5

Is That a Surprise to You?

14:25 • 5min

6

A Bear Market Catalyst - Is There a Bear Market?

19:23 • 5min

7

The Reflaction Call Wrong, That's Not How to Do It

24:34 • 3min

8

Asset Market Performance Looks Like What It Is on Slide 13

27:39 • 2min

9

Public Dot Com Slash Fabor Review

29:10 • 3min

10

China Stocks

32:11 • 4min

11

How to Make the Right Investment Decisions?

36:00 • 5min

12

The Biggest Dislocations in Markets Happen When the Dominant Narrative Is False

40:52 • 5min

13

The Feds Response to Inflation Is Already Sniffing It Out

45:38 • 3min

14

Is Inflation Transitory or Persistent?

48:34 • 6min

15

Rental Market Inflation - The Red Line

54:28 • 2min

16

The Medium C P I Metric Is Telling You That Something Is Different Now About Inflation

56:37 • 4min

17

Macroman Sice - What Caused That?

01:00:42 • 5min

18

Emerging Markets

01:05:53 • 2min

19

Is It the Big Muscle Movement That Shifts Everything?

01:08:15 • 3min

20

How to Manage Liquid Ased Exposures?

01:11:38 • 4min

21

What's the Expected Return Perspectof?

01:15:47 • 3min

22

E Bs Wot the Real Earnings Yield?

01:19:12 • 3min

23

The Best Chart Book and All of Macro

01:21:42 • 2min

24

Cambria Shareholder Yield E T F

01:23:16 • 3min

Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime | #366