The Pomp Podcast

#1186 Darius Dale on Bitcoin Rally, Interest Rates, Inflation, & Banking Crisis

Apr 12, 2023

27:49

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Episode notes

Introduction

2min

The Chinese Growth Cycle and the Chinese Liquidity Cycle

2min

Global Liquidity: A Simple Equation

2min

The Federal Reserve's Priceability Mandat

2min

The Fed's Desire to Get the Inflationgenie Back in the Bottle

2min

The Future of Financial Markets

2min

The Fed's Response to Asset Markets Telling It to Do Things

2min

The Bankruptcy and the Cops

2min

The Liquidity Cycle and the Recession

2min

10.

The Fed's Rates and the Impact on Small Banks

2min

11.

Jerome Powell's Tough Decisions

2min

12.

Bitcoin's Decline in Beta Speculation

2min

13.

Bitcoin and the Stock Market in a Recessionary Phase

3min

14.

The Fed's Targeting for a Meaningful Increase in Labor Market Slack

2min

Darius Dale is the founder & CEO of 42 Macro. He is one of my favorite people to talk to about the financial markets. In this conversation, we talk about interest rates, inflation, bitcoin rally, stocks, cash, and what the Fed has to do moving forward.

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Pomp writes a daily letter to over 200,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/