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The Pomp Podcast

#1340 Darius Dale | Inflation Is Sticky & Bitcoin Will Skyrocket?!

Apr 9, 2024
24:04
Snipd AI
Darius Dale, Founder & CEO of 42Macro, discusses economic outcomes, 'no landing' scenario, inflation trends, optimism index, small business survey, and asset price outlook. Explore inflation predictions, market implications, Federal Reserve's monetary policy, and asset price behavior in reflation market regime.
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Podcast summary created with Snipd AI

Quick takeaways

  • Inflation may persist at current levels but might drop by Q4, posing challenges for asset markets.
  • Expectations of a new 3% inflation target could lead to significant structural changes in markets.

Deep dives

No Landing Scenario Explained by Darius Dale

Darius Dale discusses the concept of a no landing scenario in the economy, which involves trend or above-trend economic growth that allows inflation to decelerate but may not reach the 2% target. Dale projects this scenario as the most probable in the next several months, based on inflation forecasting models. He highlights that inflation is expected to continue at current levels for the next few quarters, but might drop by Q4, potentially causing challenges for asset markets.

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