Dario Perkins returns as a guest, an expert in economic cycles and investment strategies. He discusses the current unique economic conditions shaped by COVID-19, emphasizing the complexities of labor markets and monetary policies. The conversation covers the limitations of traditional forecasting models and the shifts in fiscal policy from austerity to expansion. Perkins also highlights potential market impacts of rising interest rates, while offering views on bond versus equity performance during turbulent times.

Dario Perkins, an economist, discusses the misdiagnosis of the global economy in 2023. They explore the shift higher in inflation, active industrial policy, and changing super cycle away from neoliberalism. These shifts point to greater volatility in inflation, a secular bear market in bonds, and a more positive outlook for value versus growth.

Dario Perkins, central bank watcher and creator of the Perkins rule, discusses central bank insolvency, fiscal consequences of quantitative easing (QE), and the impact of Asian trade on Federal Reserve's decision. They also explore the long-term consequences of QE and delve into the factors driving the recent move in Bitcoin.

Dario Perkins and Alf discuss how Central Bankers have been lucky rather than skilled in managing inflation and labor markets. They explore the impact of supply chain disruptions on real incomes and vulnerabilities in labor markets. The podcast also examines the cautious approach of central banks and the disconnect between market sentiment and economic indicators.

Guest Dario Perkins from TS Lombard discusses Brr-man Powell, USD inflation, Russia, and trading a Biden win. Topics include geopolitical tensions, interest rates, economic growth, and the impact of 3% inflation on the economy.