Darius Dale: The Most Hated 20% Rally Ahead of Us

On today's episode of "The Macro Trading Floor," Alfonso and Andreas are joined by Darius Dale Founder & CEO of 42 Macro. After correctly forecasting a slowdown in economic growth, an end to the reflation trade & pricing in a bear market throughout 2022, Darius joins Alf and Andreas to share his macro thesis for the second half of the year.


Is the market beginning to price in an earnings recession? Are investors signalling a rotation into bonds after one of the worst start to the year since 1788? Darius provides a masterclass in the macro fundamentals driving markets before sharing his actionable trade idea but to hear that, you'll have to tune in! 

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Referenced In The Show: 


In Fed's inflation fight, Bostic wants to avoid 'recklessness': https://www.reuters.com/markets/us/fed-amps-up-inflation-fight-one-policymaker-urges-caution-2022-05-24/


Cathie Wood calls for 30 - 50% GDP growth from A.I https://twitter.com/CathieDWood/status/1528179451070230530


Minutes of the Federal Open Market Committee May 3-4, 2022: https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20220504.pdf


Apple raises pay as inflation climbs and labour competitiveness grows: https://www.ft.com/content/a9190b53-9f85-4362-ae95-1cf42473fdd3

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Timestamps: 

(00:00) Introduction

(00:38) Top Stories of The Week

(09:04) Fun Take of The Week

(12:26) Feature Interview With Darius Dale

(14:40) Have We Hit Peak Inflation?

(21:31) Slowing Growth Throughout 2022

(25:47) China Is In Recession

(28:36) Effect of Quantitative Tightening On Markets

(35:23) Darius's Actionable Trade Idea

(44:14) Post Interview: Final Thoughts

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Disclaimer: Nothing discussed on The Macro Trading Floor 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.

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