MI163: Macro Market Overview w/ Darius Dale
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 28 April 2022
⏱️ 47 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.0 | Fed put, if you will, is this sort of concept amongst investors whereby, and much like |
| 0:07.0 | how a put would sort of give you this sort of return profile. |
| 0:09.0 | If the market goes down enough, eventually we're going to get a policy response that kicks |
| 0:14.0 | in and starts to get you paid on the long side of first assets, similar to owning a put. |
| 0:19.0 | If the market goes down enough. |
| 0:20.0 | On today's episode, I'm joining the for assets similar to owning a put if the market goes down enough. |
| 0:30.0 | On today's episode, I'm joined by Darius Dale. Darius is the founder and CEO of 42 Macro, |
| 0:34.7 | an investment research firm that aims to disrupt the financial services industry by providing institutional-grade macroeconomic research. |
| 0:43.3 | Prior to founding 42 Macro, Darius was a managing director and partner at Hedge-I risk management. |
| 0:48.7 | During the episode, Darius sheds light on the impact the Russian invasion of Ukraine has on financial markets, why the market expects inflation to come down in the near term, what a Fed put is, what the drivers |
| 0:56.0 | of continued inflation will be going forward, what an inverted yield curve ultimately signals |
| 1:01.5 | to the market, the one asset class that investors should consider allocating to, given the |
| 1:06.5 | current macro environment, and much more. |
| 1:09.2 | Although it's very difficult to predict what will happen |
| 1:11.5 | to the markets in the short term, I like to stay in tune with what's happening with the macro |
| 1:16.0 | environment so I can be prepared for a variety of different scenarios. With that, I hope you |
| 1:20.8 | enjoy today's episode with Darius Dale. You're listening to Millennial Investing by the Investors |
| 1:26.7 | Podcast Network, where your hosts, Robert |
| 1:29.4 | Leonard and Clay Fink, interview successful entrepreneurs, business leaders, and investors |
| 1:34.3 | to help educate and inspire the millennial generation. |
| 1:43.5 | Welcome to the Millennial Investing Podcast. |
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