Gehen Sie mit der App Player FM offline!
Now That We're In Reflation: Still Be Bullish, Just Not As Much | Darius Dale
Manage episode 412490517 series 3548516
When I last interviewed today's guest back in December, he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into 2024.
And to give credit where credit is due, his positioning was spot on the money.
The S&P 500 & NASDAQ both increased by 11% in Q1
So what is his model telling us to expect in Q2?
To find out we'll ask the man himself.
Today we have the good fortune of speaking with Darius Dale, founder & CEO of 42 Macro.
Darius still maintains a bullish stance, but now that we've moved out of the "Goldilocks" regime and into "Reflation", the intensity of that stance is only moderate at this point.
Follow Darius at https://42macro.com/
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
#reflation #inflation #bullmarket
--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support125 Episoden
Manage episode 412490517 series 3548516
When I last interviewed today's guest back in December, he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into 2024.
And to give credit where credit is due, his positioning was spot on the money.
The S&P 500 & NASDAQ both increased by 11% in Q1
So what is his model telling us to expect in Q2?
To find out we'll ask the man himself.
Today we have the good fortune of speaking with Darius Dale, founder & CEO of 42 Macro.
Darius still maintains a bullish stance, but now that we've moved out of the "Goldilocks" regime and into "Reflation", the intensity of that stance is only moderate at this point.
Follow Darius at https://42macro.com/
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
#reflation #inflation #bullmarket
--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support125 Episoden
Alle Folgen
×Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.