Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime | #366

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 8 November 2021

⏱️ 83 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 366, we welcome our guest, Darius Dale, founder and CEO of 42 Macro, which specializes in macro risk management through the dual lenses of asset allocation and portfolio construction. In today’s episode, we’re talking all things macro! Darius walks us through his framework for analyzing macro regimes and then uses it to assess where we stand today. We touch on all the hot macro topics – whether inflation is transitory, the impact of supply chain issues, and how the rise of populism in the U.S. will impact markets. Be sure to stick around until the end of the episode to hear what Darius says is the most important chart in macro today. Darius was kind enough to put together a comprehensive deck, so be sure to either check out the episode on YouTube to see him walk through the slides, or click here to follow along yourself. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors. On Public, ownership unlocks an experience of content and education, contextual to your portfolio, created by a million+ strong community of investors, creators and analysts. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber. Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.2	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.0	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.3	Hello friends, another great show.
0:41.3	Our guest is the founder and CEO of 42 macro which specializes in macro risk management through the dual lenses of asset allocation and portfolio construction
0:50.7	And today's show we're talking all all things macro. Our guest walks us through
0:54.7	his framework for analyzing macro regimes and then uses it to assess where we stand today.
0:59.5	We touch on all the hot macro topics, whether inflation is transitory, impact of supply chain issues, and how the
1:05.2	rise of populism in the U.S. will impact markets.
1:08.3	Be sure to stick around until the end of the episode to hear what our guest says is the most important
1:12.2	chart in macro today.
1:14.8	Our guest was kind enough to put together a comprehensive deck, so be sure to either check
1:18.9	out this episode on YouTube to see him walk through all the slides or click the link in the show notes to follow
1:24.4	the deck yourself. This episode is brought to you by 10 East. Long time listeners
1:30.0	know I've invested in private markets quite a bit myself, but with access to these markets broadening,
1:35.1	it can be hard to know where to find vetted high quality offerings.
	...

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