Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime | #366

Published: Nov. 8, 2021, 6 p.m.

b'In episode 366, we welcome our guest, Darius Dale, founder and CEO of 42 Macro, which specializes in macro risk management through the dual lenses of asset allocation and portfolio construction.\\n\\xa0\\nIn today\\u2019s episode, we\\u2019re talking all things macro! Darius walks us through his framework for analyzing macro regimes and then uses it to assess where we stand today. We touch on all the hot macro topics \\u2013 whether inflation is transitory, the impact of supply chain issues, and how the rise of populism in the U.S. will impact markets.\\n\\xa0\\nBe sure to stick around until the end of the episode to hear what Darius says is the most important chart in macro today.\\n\\xa0\\nDarius was kind enough to put together a comprehensive deck, so be sure to either check out the episode on YouTube to see him walk through the slides, or click here to follow along yourself.\\n\\xa0\\n-----\\n\\xa0\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n\\xa0\\n-----\\nToday\\u2019s episode is sponsored by\\xa0Public.com. Public.com is an investing platform that helps people become better investors. On Public, ownership unlocks an experience of content and education, contextual to your portfolio, created by a million+ strong community of investors, creators and analysts. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at\\xa0public.com/faber.\\n\\xa0\\nToday\\u2019s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\\u2019s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'