

#1259 Darius Dale on How Markets Are Reacting To Global Conflict
Oct 12, 2023
Darius Dale, founder & CEO of 42Macro, discusses their Weather Model, the impact of global conflicts on US fiscal policy, and how investors can navigate different outcomes. They analyze the current economic regime, compare the geopolitical significance of Russia-Ukraine and Israel, and explore the implications of geopolitical threats on the economy.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Estate planning sponsor and weather model analysis
01:41 • 5min
Current Economic Regime, Impact of Geopolitical Conflict, and Market Signals
06:40 • 4min
Comparison of Geopolitical Importance and Energy Supply in Russia-Ukraine Region and Israel
10:31 • 3min
Analysis of Geopolitical Threats and Their Impact on the Economy
13:03 • 4min