Episode 270

MI163: Macro Market Overview w/ Darius Dale

Clay Finck chats with Darius Dale about the impact the Russian invasion of Ukraine has on financial markets, why the market expects inflation to come down in the near term, what a “Fed Put” is, what the drivers of continued inflation will be going forward, what an inverted yield curve ultimately signals to the market, what is the one asset class that investors should consider allocating to given the current macro environment, and much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

April 28, 202243m 13s

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

04:21 - What sort of impact the Russian invasion of Ukraine has on financial markets.
07:39 - Why the market expects inflation to come down in the near term.
11:43 - What a “Fed Put” is.
21:51 - Why the Federal Reserve raised interest rates well after the rise in asset prices in late 2021.
25:36 - What is the one asset class that investors should consider allocating to given the current macro environment?
35:49 - What the drivers of continued inflation will be going forward.
38:08 - What an inverted yield curve ultimately signals to the market.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out 42 Macro’s Research.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Related episode: MI161: Building a Balanced Portfolio w/ Daniel Rasmussen.
Related episode: MI131: Richer, Wiser, Happier w/ William Green.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.

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Connect with Darius: Website | Twitter

Connect with Clay: Twitter

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