Darius offers an advisory service for traders, so short-term suggestions should be taken within this context. However, from a medium and longer-term asset management perspective, there are many valuable observations and insights in this segment on where we are in the current market cycle and what this suggests for relative return probabilities over the next 3 to 18 months.
On today’s episode of Forward Guidance, Jack Farley welcomes returning guest, Darius Dale of 42Macro. Darius sits down to discuss the current macro environment from recession warning signals on the horizon, stock & bond correlations during market sell-off’s, the outlook for commodities in this environment, ARKK & other high beta assets and the mechanics driving inflation & the yield curve. Here is a direct video link.
