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:

Linkedin Marketing Solutions

Fundrise

TurboTax

HelloFresh

NetSuite

Read this episode’s transcript and full show notes on our website.
Connect with Darius: Website | Twitter
Connect with Clay: Twitter

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 
Learn more about your ad choices. Visit megaphone.fm/adchoices

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:

Linkedin Marketing Solutions
Fundrise
TurboTax
HelloFresh
NetSuite

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

Connect with Darius: Website | Twitter

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

Learn more about your ad choices. Visit megaphone.fm/adchoices