The Pomp Podcast cover image

The Pomp Podcast

#1234 Darius Dale | Central Banks Control The Stock Market

Aug 15, 2023
15:59
Snipd AI
Darius Dale, founder & CEO of 42Macro, talks about the future impact of global liquidity on asset prices, the relationship between global liquidity and asset classes, drivers of global liquidity, and current market conditions for creating liquidity.
Read more

Podcast summary created with Snipd AI

Quick takeaways

  • Global liquidity is a major driver of asset prices, with high liquidity leading to high asset market prices and vice versa.
  • The US dollar real effective exchange rate, currency volatility, and interest rates are key factors driving global liquidity.

Deep dives

Global Liquidity as a Key Driver of Asset Prices

The podcast episode discusses the importance of global liquidity as a major driver of asset prices. The speaker emphasizes that global liquidity, which includes the global central bank balance sheet, global money supply, and global FX reserves minus gold, has a significant impact on the performance of risk assets such as global equity markets and Bitcoin. They highlight that when global liquidity is high, asset market prices tend to be high, and when it is low, asset prices tend to be low. The podcast also explores the correlation between global liquidity and various assets like S&P, Bitcoin, Ethereum, US Treasuries, and US corporate credit.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode