Thoughtful Money with Adam Taggart Darius Dale: "I'm About As Bullish As I Can Possibly Be" Looking At The Next 3 Months
Jan 2, 2024
Darius Dale, founder & CEO of 42 Macro, shares his bullish market outlook for the next three months. He discusses the positive indicators in the global economy, improved corporate profits, and their systematic portfolio construction process. The risks in the market, immaculate disinflation's impact on the labor market, and the lag effect are also analyzed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Assessing the Global Economy and Financial Markets
02:07 • 21min
Positive Indicators and Potential Factors Driving Recent Improvements
22:47 • 9min
Systematic Portfolio Construction and Bullish Market Outlook
31:19 • 8min
The Potential Risks in the Market
39:41 • 11min
Analyzing the Immaculate Disinflation and Labor Market Slack
50:44 • 3min
The Lag Effect and the Impact of Financialization
53:19 • 19min