Episode 168

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Published on:

15th Jun 2023

Darius Dale Riffs on Market Dynamics, Economic Cycles & Investment Strategies

In this episode, the ReSolve team is joined by Darius Dale, Founder and CEO of 42 Macro, to discuss the importance of macro indicators and strategies for navigating uncertain times in the financial markets. He covers a vast array of topics, including: • The role of macro indicators in understanding market cycles and making informed investment decisions • The Weather model as a risk management tool, focusing on 10 principal components of macro • The impact of institutional investors on Bitcoin's future and the potential for significant value increase • The complexities of the dollar outlook and the factors influencing its performance • The rising probability of a risk-off event and the importance of monitoring cross asset correction risk indicators • The challenges faced by the Federal Reserve in managing inflation and the implications for the bond market and employment mandate This episode is a must-listen for anyone interested in macro indicators, market cycles, and strategies for navigating uncertain financial times. Gain valuable insights and tactics to better understand the complexities of the financial landscape and make well-informed investment decisions.

This is “ReSolve Riffs” – live on YouTube Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick, and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association ("NFA"). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

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About the Podcast

Resolve Riffs Investment Podcast
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence.
These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.