Darius Dale: Could Inflation Continue to Grip the Economy into Q4?

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 1 October 2021

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Sep30,2021: Bed Bath & Beyond has plunged more than 20% in today’s trading after the company had downgraded their earnings outlook due to slowing consumption and ongoing supply chain bottlenecks. With Kohl's and Carmax following suit and the holiday season just around the corner, what does this signal about Q4 growth? Darius Dale, founder and CEO of 42 Macro, shares his updated thoughts on why the current inflation market regime “will prove anything other than transitory,” why he thinks dollar strength is occurring, and what he believes will be the posture of Fed policy in the coming months. Interviewed by Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3iFGUP5 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:24.0	Go to Salesforce.com forward slash 360 to learn more.
0:30.0	A welcome in to the real vision daily briefing.
0:38.0	I'm Yoast Dion Robo and it is Thursday, September 30th, 2021.
0:44.0	And I have with me the always cool, the always five.
0:47.0	But especially stylish today, Darius Dale, CEO of 42 macro. Darius, what's going on?
0:54.0	I'm much man. I'm changing my name to Salt Bay. He's back.
0:58.0	You got to buy stocks, man. Salt Bay is back.
1:02.0	When salt Bay is back, you got to buy stocks. Darius is going to explain what that means
1:06.0	because I don't understand, but he's going to break it down for us.
1:09.0	Why when salt Bay is back, you got to buy stocks.
1:12.0	We're also talking earnings reports today bedbath and beyond dropping some bloodbath news on the markets.
1:18.0	Bloodbath in the markets. We are down the Dow, the S&P, the Nasdaq,
1:23.0	all in the red today. And we will be talking jobs, initial jobless claims and the outlook ahead on the economic front.
1:31.0	But Darius, I want to start with again, another day of red in the markets.
1:37.0	Like I just said, we're down over 1% right now on the Dow and one and a half percent really.
1:43.0	And down one and a one percent on the S&P, the Nasdaq not dripping quite as much down about half a percent.
1:49.0	But what are you thinking here? What's the catalyst for these negative movements?
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