On today’s episode of On The Margin, we welcome Darius Dale, Founder & CEO of 42 Macro, back to the show to discuss the recent liquidity measures in response to the banking turmoil over the past few weeks. With Markets rallying and investors piling back into the best-performing assets of the past two years, Darius urges caution. While the banking scare of recent weeks doesn’t resemble 2008, “don’t be a hero”. Darius walks through the current liquidity cycle and describes how that could quickly lead to a shift in the credit cycle. Here is a direct video link.
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