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Real Vision: Finance & Investing

#959 - Green Shoots or Rising Risk? with Darius Dale

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.11.1K Ratings

🗓️ 25 January 2024

⏱️ 42 minutes

🧾️ Download transcript

Summary

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Darius Dale, founder of 42 Macro, joins Ash Bennington to discuss the recent market rally, the relentless U.S. economy, and what the current combination of market and macro dynamics means for the inflationary landscape. You can find Darius' insightful research here: https://42macro.com This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:35.0

That's Real Vision.com forward slash free.

0:45.3

Hey everyone, today's Real Vision Daily Briefing is sponsored by Engrave, maker of the coldest hardware wallet zero and stainless steel backup graphe. Engrave brings you the highest

0:51.3

security in a touch screen experience to safely manage all your

0:55.5

crypto offline.

0:57.2

Enjoy a 10% Real Vision discount in Engrave.io Shop with the code Real Vision. Now to the Vision Daily Briefing. It's Wednesday, January 24,

1:22.2

I'm Ash Bennington, joined today by Darius Dale, founder of 42 macro.

1:27.0

Darius, welcome back.

1:29.0

Ash, it's a pleasure to be back, man. Thanks for having me. It's always a pleasure to be with the

1:32.4

real vision game. It's always great to have you on the show.

1:35.4

Darius, it's been a minute since you and I have done one of these together.

1:38.6

Bring me up to speed. Big picture, where are we right now? All the key variables that you track over at

1:43.8

42 macro big picture what's happening right now. Well let's just hop right

1:47.9

into the charts my friend so Brian can you throw up a slide number one our

1:51.0

macro weather model this is the tool one of the primary tools we use to determine how long what asset markets are what asset markets have run price in in terms of how long that's going to last and what it's likely to transition to based on the, you know, sort of the critical

2:04.0

variables in the economy that we're all trying to observe and predict.

2:07.8

So we'll start with the left side of the table in the real economy cycles, growth trending higher.

...

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