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Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve Riffs with Darius Dale @42Macro - Catching up with Global Assets and Economic Conditions
Description: Our guest this week was Darius Dale, founder and CEO of 42 Macro, an investment research firm focused on macroeconomics. Our conversation covered topics including: How higher inflation leads to higher inflation volatility and increased risk premia The core drivers of inflation and where the data currently points Complacency followed by overshooting – the central bank dichotomy Don’t count on a pivot anytime soon – why Powell is determined to “break things” An uncomfortable trade-off – under inflation, central banks can have price or financial stability, not both Signs the US economy is still firing on all cylinders Strong balance sheets and perhaps...