Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:
- Inflation vs. Deflation
- Trend in growth
- Measuring trend change and trend reversal
- Impending “second wave” of secular inflation
- How to invest in secular inflation narrative
- Long-term outlook on monetary policy
- Cyclical forces in the economy
Download the podcast transcript: [Click Here]
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Darius Dale is the Founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management processes. Prior to founding 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management, an independent investment research firm based in Stamford, CT. At Hedgeye, Darius was the Sector Head of the Macro team and was known across global Wall St. for developing “The Quads” – a foundational component of their asset allocation process. He joined the firm upon graduating Yale in 2009.