“Transitory Goldilocks” Is Here

1

Introduction

00:00 • 4min

2

Is the US Economy in a Goldilocks Phase?

04:08 • 3min

3

Goldilocks Asset Allocation

07:00 • 2min

4

Asset Allocation

08:35 • 5min

5

The Fed Pivoted in December, and I'm Concerned About the Labor Market

13:31 • 3min

6

The Dot Plot Cohesion Signals a Recessionary Process

16:10 • 4min

7

Is the Fed Going to Cut by 200 Basis Points?

19:49 • 5min

8

Is It Safe to Buy a Bond Today in the Modal Outcome?

24:41 • 2min

9

Permissionless in Austin, Texas

27:07 • 2min

10

Is the PMI a Good Tool for the US Economy?

28:52 • 6min

11

The Housing Market Is Not Resilient, You Know?

34:44 • 2min

12

The Recessionary Force Is Going to Come From People Losing Their Jobs

36:49 • 3min

13

Do You Think That Predictive Trends Have Better Success Going Forward?

40:15 • 5min

14

Do You Expect Liquidity to Continue to Go Down?

45:00 • 3min

15

Is T-Bill Rates Lower Than Money Market Rates?

47:41 • 5min

16

Trade Markets With the Bullish Bias

52:19 • 2min

17

Is It Time to Go Long?

53:55 • 2min

18

Is It's 2021 Again?

55:48 • 2min

19

Is There Any Silver Lining in 2023?

58:15 • 2min

20

Bitcoin

59:47 • 3min

21

Is China Going to Be Left Alone?

01:02:29 • 2min

22

The VIX Is Not Consistent With VIX Above 20

01:04:27 • 2min

“Transitory Goldilocks” Is Here | Darius Dale