Is Goldilocks Going To End Soon? | Darius Dale
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Darius Dale, founder of 42Macro, returns to On The Margin to update Mike on his views on stocks, bonds, and the economy. Dale expects a true soft landing will be unlikely in the absence of a productivity boom, and, having correctly called the economic resiliency of the U.S. this year, he explains why he is now expecting a hard landing. Filmed on September 21, 2023. -- Follow Darius Dale on Twitter https://twitter.com/DariusDale42 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (01:38) The Fed's New Dot Plot (09:08) Darius's View On Interest Rates & Bond Yields (20:50) Blockworks Research Ad (21:37) The Sticky Inflation Narrative (30:04) Darius' Outlook on Stocks & Bonds -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.