Real Vision: Finance & Investing

What’s Driving Global Liquidity? With Darius Dale

Oct 5, 2023
Guest
Darius Dale
Darius Dale, founder of 42 Macro, discusses the impact of economic data and FX volatility on global liquidity. They analyze the risks of a dollar intervention doom loop in Asia and the recent decline in oil prices. The possibility of a European recession and its impact on the US dollar is explored, along with the risks to global liquidity in the non-bank financial sector.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 4min
2
Global Liquidity, US Dollar, and FX Volatility
03:57 • 7min
3
Diversifying Portfolios with Equity Multiple - A Sponsor Highlight
10:58 • 2min
4
Dollar Intervention Doom Loop
12:31 • 9min
5
Analyzing the Recent Decline in Oil Prices and its Impact on Investment
21:33 • 3min
6
European Recession and Its Impact on the Dollar
24:35 • 7min
7
The Risks to Global Liquidity and the Non-Bank Financial Sector
31:36 • 4min