Darius Dale is the founder & CEO of 42Macro, they are one of the best sources of information I have found across asset classes, markets, and Wall Street. In this conversation, we talk about the global liquidity cycle, specifically focusing in on China & Japan -- what is going on with that monetary policy, their contribution to global liquidity, and how certain assets are responding.
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Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/