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

The Meb Faber Show
31.9K subscribers
2K views 3 years ago Investing - Global Macro & Allocation
To see links or read the transcript of the episode, visit us at: https://mebfaber.com/2021/11/08/e366-... 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. To follow along with the deck Darius shares in the video, click here: https://mebfaber.com/wp-content/uploa... ----- Follow Meb: Twitter:   / mebfaber   LinkedIn:   / mebanefaber    …...more
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Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime
57Likes
2,095Views
2021Nov 8
To see links or read the transcript of the episode, visit us at: https://mebfaber.com/2021/11/08/e366-... 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. To follow along with the deck Darius shares in the video, click here: https://mebfaber.com/wp-content/uploa... ----- Follow Meb: Twitter:   / mebfaber   LinkedIn:   / mebanefaber   Website: http://mebfaber.com/ To learn more about our products and follow us, subscribe to our mailing list: https://theideafarm.us1.list-manage.c... Listen and subscribe on the platform of your choice: Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6gEEIpE... Google: https://podcasts.google.com/feed/aHR0... ----- 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. Public puts investors first, and doesn't sell your trades to market makers or take money from Payment for Order Flow. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at www.public.com/faber
Investing - Global Macro & Allocation
The Meb Faber Show

Follow along using the transcript.

The Meb Faber Show

31.9K subscribers