Less Noise, More Signal The Fed will have to raise rates soon (w/ Danny Dayan)
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Jan 8, 2026 Danny Dayan, a global macro investor with 20 years of experience, shares his insights on the current economic landscape. He highlights the unresolved inflation dilemma faced by the Federal Reserve and parallels today's labor market with the complexities of the 1960s. The discussion extends to geopolitical dynamics, particularly in Venezuela and China, and their impact on global markets. Dayan also emphasizes a systematic trading approach, showcasing his models for cryptocurrencies and analyzing emerging opportunities in international markets.
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Inflation Isn’t Yet Defeated
- The Fed never fully solved inflation; higher rates and tighter policy are the real solution.
- Danny Dayan warns continued stimulative financial conditions will likely lead to more inflation and a messy correction.
Latin America As A Great Power Front
- Geopolitical moves in Latin America signal a larger US strategy against China and Russia influence.
- Danny Dayan sees these actions as reshaping spheres of influence and modernizing global order divisions.
Markets As A Political Tool
- The Trump administration times big geopolitical and trade headlines to influence market reaction.
- Danny Dayan says the team deliberately uses weekends and market sensitivity to manage investor responses.
