The Intrinsic Value Podcast - The Investor’s Podcast Network MI163: Macro Market Overview w/ Darius Dale
IN THIS EPISODE, YOU’LL LEARN:
- 04:21 - What sort of impact the Russian invasion of Ukraine has on financial markets.
- 07:39 - Why the market expects inflation to come down in the near term.
- 11:43 - What a “Fed Put” is.
- 21:51 - Why the Federal Reserve raised interest rates well after the rise in asset prices in late 2021.
- 25:36 - What is the one asset class that investors should consider allocating to given the current macro environment?
- 35:49 - What the drivers of continued inflation will be going forward.
- 38:08 - What an inverted yield curve ultimately signals to the market.
- And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Check out 42 Macro’s Research.
- Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
- Related episode: MI161: Building a Balanced Portfolio w/ Daniel Rasmussen.
- Related episode: MI131: Richer, Wiser, Happier w/ William Green.
- Get a FREE audiobook from Audible.
- Check out our Investing Starter Packs about business and finance.
SPONSORS
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Read this episode’s transcript and full show notes on our website.
Connect with Darius: Website | Twitter
Connect with Clay: Twitter
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