MI163: Macro Market Overview w/ Darius Dale

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.

SPONSORS

Support our free podcast by supporting our sponsors:

• Range Rover
• Toyota
• Public
• Airbnb
• Fundrise
• NetSuite

Read this episode’s transcript and full show notes on our website.

Connect with Darius: Website | Twitter

Connect with Clay: Twitter

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