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Trump Is Crashing The Market On Purpose?!
Darius Dale is the Founder & CEO of 42Macro. In this conversation we talk about global liquidity, what’s going on with inflation expectations, why the government may be tanking the market for a foundation of strength, and how this impacts asset prices.
TIMESTAMPS:
0:00 - Intro
0:25 - What is a market regime change?
2:52 - “Kitchen sinking” the economy
5:58 - Policy uncertainty
7:10 - Consumer confidence and market expectations
9:13 - Impact of Trump’s policies
10:44 - Inflation expectations
17:09 - Market outlook
19:03 - Crypto strategic reserve
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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
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