The Stock Market Is Pricing In A Soft Landing | Darius Dale
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Darius Dale Founder of 42 Macro joins the show for a discussion on the current state of asset markets. With the recession that never came to be, stock markets hovering around all time highs & Fed rate cuts in 2024, Darius makes the case that markets are pricing in goldilocks & a 2024 soft landing. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Darius: https://twitter.com/DariusDale42 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:39) Markets Are Pricing Goldilocks (06:29) The Recession That Never Came To Be (10:55) DAS London Plug (12:11) 2024 Elections & Janet Yellen's Liquidity Supportive Impulse (15:25) The Highest Probability Is A Soft Landing In 2024 (21:10) Inflation (27:06) Rate Cuts In 2024 (30:10) Blockworks Research Ad (30:58) Oil (33:21) What Is Happening In China? (39:56) Bitcoin -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.