MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand recovery. https://bit.ly/3NPvcQC Download Darius’ charts: https://bit.ly/3OdfHTN   ⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money   Download Big Picture Trading chartbook 📈📉 https://bit.ly/46NTxyF ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Darius Dale, an expert on Federal Reserve policies and global macroeconomics, shares his insights on critical economic shifts. He discusses the potential for front-loading interest rate cuts and challenges the recession narrative concerning the labor market. Dale explores the evolving fiscal impulse and its significance for growth, alongside the effects of Japan's monetary policies and China's economic state on global markets. With a keen eye on asset allocation, he emphasizes strategic decision-making amidst changing market regimes.

Darius Dale, Founder and CEO of 42Macro, shares his insights on the bullish market sentiment surrounding Bitcoin and other assets. He discusses the implications of government budget cuts on investments, emphasizing mandatory spending's dominance. The conversation highlights innovative investment strategies, advocating for asset allocation that favors gold over bonds. Dale also examines the potential impacts of global refinancing and the importance of diverse market perspectives in capturing investment opportunities, all while navigating the evolving financial landscape.

Darius Dale, founder of 42 Macro, joins MacroVoices to discuss markets, inflation, bond yields, and why he is still bullish. The podcast covers a range of interesting topics including the potential risk of inflation, peak interest rates, fiscal policy's impact on the market, China's role in the global economy, and the suite of offerings at 42 Macro. They also touch on crude oil market developments and provide listeners with a daily chart deck and research roundup.

Market analyst Darius Dale warns of a transition from 'immaculate disinflation' to 'sticky inflation', possibly ending the bull run. He predicts a recession by early 2024 based on the deeply inverted yield curve. The exponential growth of US federal debt and potential challenges in capitalizing the fiscal coffers are explored. The US dollar's outlook, including its potential appreciation and impact on the economy, is discussed.

Darius Dale, Founder & CEO of 42Macro, talks about global liquidity, quantitative risk management model, bitcoin's potential as an index for global liquidity, analyzing wage growth and data manipulation, and current market environment and client actions.

Darius Dale, founder of 42Macro, discusses his views on stocks, bonds, and the economy, explaining why he expects a hard landing. They also touch on the Fed's new dot plot, interest rates & bond yields, the sticky inflation narrative, and the outlook on stocks & bonds.

MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j Download Darius Dale's chartbook: https://bit.ly/3WMxOBL Download Big Picture Trading chartbook 📈📉https://bit.ly/3VPjOGm ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Macro & markets analyst Darius Dale discusses stock market performance before a recession, potential market trends, investment strategies for stocks and bonds, predictions of instability, importance of risk management, intelligence and teamwork, financial advisor recommendations, and the services provided by 42 Macro.

From a technical recession in July-2022 to a widespread acceleration in July-2023. The US economy is not done performing and the interest rate sensitivity seems much smaller than usual.What has changed in the US economy and is the soft landing an actual feasible scenario? We host Darius Dale of 42 Macro for a discussion on the strenght of the US economy and how to trade it.If you want more of our transparent and actionable research, you can use the code macro30 to get 30% off your subscription at www.stenoresearch.com