Is It Time to Go Risk-On? with Darius Dale

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 14 July 2023

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss today's this week's market action, how cooling inflation and strong bank earnings are driving the rally, and the key data points that will drive markets through the rest of the summer. You can find more of Darius' work here: https://42macro.com This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	At TFL, we're making journeys safer for everyone, and that includes improving safety on London's
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0:30.0	Hey everyone, today's Real Vision Daily Briefing is sponsored by Crane Shares.
0:34.6	Learn about their KRBN ETF at craneshares.com forward slash KRBN. Now to the top analysis of today's markets.
0:44.7	Is the risk trade on? Hi everyone. Welcome to the Real Vision Daily Briefing with me today is
0:57.2	Darius Dale founder of 42 macro. Hi Darius. Maggie, it's great to be back. How you doing?
1:02.9	It's great to be back. I'm doing well and we are talking to officially a married man. Congratulations Darius.
1:10.7	Thank you Maggie. Appreciate you. Shout out to my beautiful wife Ali and her lovely family.
1:14.9	Well, we're so happy for you and I I'm sure the wedding was beautiful and everything you
1:20.4	hoped it'd be and I'm glad you got some time off. I'm sure our our fabulously wise community
1:26.4	probably has some great marriage tips for you. So there's anything you want to share
1:31.2	that Darius bring them on and put them in the chat. I heard the best one is happy wife,
1:36.4	happy life. Yeah. Yeah. I see that's a good one to start with for sure. So boy, you really like
1:43.9	pop right back into the action, didn't you? Because we had an action pack week, a lot of information.
1:50.4	We had the tame inflation readings back to back CPI and PPI, which really set the market off.
1:55.6	We had bank earnings today. JP Morgan city city group better than expected.
2:00.6	Consumer confidence, really blowing past expectations at two year high. When you put it all
2:06.4	together and stocks by the way, which are a bit flat right now, but you know, stringing together
2:11.9	really nice looking rally. When you put it all together, Darius, you know, what are you thinking
	...

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