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Markets Turning From 'Goldilocks' Into Deflation | Darius Dale

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Konten disediakan oleh Adam Taggart | Thoughtful Money. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Adam Taggart | Thoughtful Money atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
When I interviewed today's guest last year1 he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into Q1 And to give credit where credit is due, his positioning was spot on the money. Both the S&P 500 and the NASDAQ increased by 10% in Q1. When I interviewed him again heading into Q2, his model said "stay the course, stay bullish" And again, the S&P rose another 4% in the quarter, and the NASDAQ did even better, rising 8%. So, given this impressive track record, what's his model telling us to expect from here? 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' model has him turning less bullish as we move from the past Goldilocks regime into a Deflation one. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #investing #deflation #stocks --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
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202 episode

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Manage episode 433636893 series 3548516
Konten disediakan oleh Adam Taggart | Thoughtful Money. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Adam Taggart | Thoughtful Money atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
When I interviewed today's guest last year1 he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into Q1 And to give credit where credit is due, his positioning was spot on the money. Both the S&P 500 and the NASDAQ increased by 10% in Q1. When I interviewed him again heading into Q2, his model said "stay the course, stay bullish" And again, the S&P rose another 4% in the quarter, and the NASDAQ did even better, rising 8%. So, given this impressive track record, what's his model telling us to expect from here? 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' model has him turning less bullish as we move from the past Goldilocks regime into a Deflation one. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #investing #deflation #stocks --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
  continue reading

202 episode

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