MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation

1

Introduction

00:00 • 2min

2

Omicron and the Markets

01:37 • 4min

3

The Market Is Looking Through It Exactly as You Say

05:32 • 2min

4

Can the Fed Tightening Cycle Continue?

07:29 • 5min

5

The Twilight in the Desert

12:24 • 2min

6

The Gold Bull Market Is On!

14:20 • 2min

7

What Are Smarter Markets?

16:14 • 2min

8

What's the Best Place to Learn About the Basics of Macro Investing?

18:21 • 4min

9

Is Amacron More Transissible Than Omicron?

22:40 • 2min

10

Is the Global Pandemic Good News for the Stock Market?

24:28 • 6min

11

Is the Fed Late to Tighten?

30:25 • 5min

12

Stock Markets Valuation - The Real S & P 500 Earnings Yield Ons to Something We've Been Using for a While Now

34:56 • 3min

13

Do You Need to See a Decline in the Blue Line?

38:01 • 2min

14

Is This the Time When the Fed Is Going to Put Their Foot Down?

39:55 • 6min

15

Are We Going to Get Much Like the 19 Seventies?

45:35 • 1min

16

The Secular Inflation Narrative

47:03 • 3min

17

The Key Takeaway From the Pandemic

49:53 • 3min

18

The Reality of Inflation in the US. Economy

53:17 • 3min

19

Investing in Alternative Asset Classes

56:01 • 5min

20

What's Next for the Equity Market?

01:01:00 • 6min

21

Stock Market Downside - What Are We Looking At?

01:06:48 • 3min

22

Is Amacron Going to End the Pandemic?

01:10:01 • 2min

23

The Bond Market Has Got a Wrong

01:11:58 • 2min

24

The Great Financial Crisis

01:14:17 • 4min

25

The Bond Market Isn't Appreciating the Potential Strength of the Economy

01:18:01 • 3min

26

Is the Bond Market Predicting the Ability to Spend?

01:21:27 • 2min

27

The Bond Market Isn't a Good Investment Anymore

01:23:14 • 4min

28

What Makes a Market?

01:27:34 • 2min

29

Macro Voices - Episode 05

01:30:01 • 3min