Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?
Macro Voices
1 hour 7 minutes 55 seconds
4 months ago
MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary debasement, so investors should take profits before that chapter begin. https://bit.ly/3GRPBou
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Macro Voices
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
