MacroVoices #329 Darius Dale: A Recession Is ...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They discuss sovereign debt, inflation, and the rise of cryptocurrencies and stablecoins forcing a shift toward more decentralised monetary systems. ✅Sign up for a FREE 14-day trial at Big Picture Trading: https ...  Show more

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYSJI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpictur ...  Show more

In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to ...  Show more

On today's episode of "On the Margin", Darius Dale CEO of 42 Macro joins the show for a discussion on the Fed's tightening cycle. By tracking the effects of liquidity on financial markets, Darius shares his framework for assessing the current tightening cycle the Fed is embarked ...  Show more

On today’s show we’re going to look at what’s happening in monetary policy and how that will affect the stock market in the coming weeks and months, and how this could affect investment psychology and some of the factors that could even trigger a recession.

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This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the Fed should front-load its rate cuts. Darius and Felix also delve into why the recessionistas are wrong about the labor market, the fiscal impulse, the impact of t ...  Show more