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March 28, 2022 | Nothing Destroys Inflation Like a Recession (and Bear Market)

Danielle Park

Portfolio Manager and President of Venable Park Investment Counsel (www.venablepark.com) Ms Park is a financial analyst, attorney, finance author and regular guest on North American media. She is also the author of the best-selling myth-busting book "Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts," and a popular daily financial blog: www.jugglingdynamite.com

Darius offers an advisory service for traders, so short-term suggestions should be taken within this context.  However, from a medium and longer-term asset management perspective, there are many valuable observations and insights in this segment on where we are in the current market cycle and what this suggests for relative return probabilities over the next 3 to 18 months.

On today’s episode of Forward Guidance, Jack Farley welcomes returning guest, Darius Dale of 42Macro. Darius sits down to discuss the current macro environment from recession warning signals on the horizon, stock & bond correlations during market sell-off’s, the outlook for commodities in this environment, ARKK & other high beta assets and the mechanics driving inflation & the yield curve.  Here is a direct video link.

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March 28th, 2022

Posted In: Juggling Dynamite

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