undefined

Danny Dayan

Expert in global macro and runs global macro hedge funds. Regularly shares insightful research on his substack.

Top 10 podcasts with Danny Dayan

Ranked by the Snipd community
undefined
22 snips
Jul 30, 2025 • 56min

The Fed Is Fueling A New Inflation Wave | Danny Dayan

In this discussion, Danny Dayan, a global macro hedge fund expert, explores how the Fed's approach may be fueling a new wave of inflation. He reveals the breakdown of traditional rate transmission mechanisms and the impact of immigration and tariffs on the labor market. Dayan warns of a structurally weaker dollar and a potential 'doom loop' dynamic. He shares his portfolio strategies while highlighting the challenges of interpreting contemporary macroeconomic data and the need for the Fed to adapt to changing financial conditions.
undefined
21 snips
Apr 20, 2025 • 1h 22min

Episode 2: Danny Dayan

Danny Dayan, a seasoned private investor and former hedge fund manager, shares his profound insights into macro markets. He discusses the significant impact of demographic shifts on spending and investment, particularly how baby boomers' retirement influences the economy. Danny also dives into the complexities of current financial conditions, exploring risks like stagflation and rising tariffs. He emphasizes innovative investment strategies and the importance of adapting to evolving market data, all while adding a dash of humor from his social media experiences.
undefined
15 snips
Dec 21, 2024 • 1h 11min

Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

Danny Dayan, a financial expert known for his sharp insights on economic trends, joins the discussion on the recent Federal Reserve decisions. They dissect the volatility spikes in the markets and the ongoing risks posed by China's economy. The conversation shifts to the labor market's state and the implications of interest rate strategies. They also delve into how geopolitical tensions are reshaping investor sentiments and market dynamics, including the importance of understanding historical precedents and adapting strategies for future growth.
undefined
5 snips
May 24, 2024 • 58min

Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan

Financial expert Danny Dayan discusses the potential for the Fed to raise rates again in 2024 instead of opting for rate cuts. Topics include the impact of loose financial conditions, the Fed breaking the yield curve in 2021, fiscal deficits, the U.S. debt problem, China's gold buying, and trading strategies for 2024.
undefined
4 snips
Feb 13, 2024 • 1h 17min

Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

Danny Dayan, an economist and risk analyst, discusses various intriguing topics including the risks of a recession, the impact of an overheating economy, trading strategies with options, analyzing the strength of the US economy, demographics' influence on the economy, the impact of refinancing, and future plans.
undefined
Jan 19, 2024 • 56min

Danny Dayan, Founder and CIO, DWD Partners

Danny Dayan, Founder and CIO of DWD Partners, shares his perspective on pricing and risks in the US Government bond market. He discusses the launch of his hedge fund, key developments like the Fed SLR expiration and SVB's downfall, and options trades that generate and require premium. The distorted yield curve, government debt, and FX option trades are also discussed.
undefined
Jul 23, 2025 • 46min

The US Economy Is Re-Accelerating & Why Cutting Rates Now Would Be a Disaster w/ Danny Dayan

In this discussion, guest Danny Dayan, a former hedge fund manager and macro strategist, dives into the re-acceleration of the U.S. economy and warns against the perils of cutting interest rates now. He argues that financial conditions are looser than perceived, potentially fueling inflation. Danny explains the disconnect between high rates and market strength, and critiques the Fed's policy direction. He also touches on the importance of independent monetary policies amid rising budget deficits and offers insights on shifting economic perspectives and investment strategies.
undefined
Aug 1, 2024 • 43min

The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan

Danny Dayan, an expert in market trends and monetary policy, breaks down post-FOMC market dynamics. He argues against rate cuts, citing the strength of the current economy. The discussion covers why this economic cycle is different, the impact of quantitative tightening, and the rotation within the stock market. Danny also delves into the complexities of currency trades and the relative safety of equities in a thriving environment, offering listeners insights into upcoming market trends.
undefined
Apr 20, 2024 • 1h 24min

Lost Control of Financial Conditions (Guest: Danny Dayan)

Expert Danny Dayan discusses how the FED lost control of financial conditions and predicts higher inflation. They cover personal sports experiences, financial crises, transition to a new fund approach, analyzing economic re-acceleration, Federal Reserve's views, Canadian economy challenges, and anecdotes from Ice Farm Capital.
undefined
Apr 14, 2024 • 51min

Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan

Expert in US inflation and monetary policy, Danny Dayan, discusses the potential for a rate hike in 2025 and the US inflation picture. Topics include US CPI data, commodity rally, China preparing, and portfolio news.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app