EPISODE · Nov 11, 2024 · 4 MIN
42 Macro: Global Liquidity & Year-End Market Outlook
from The Macro Minute with Darius Dale · host 42 Macro
This podcast explores key macro questions that could disrupt the year-end performance chase. The discussion covers the shift from US election risks to other macro catalysts, such as China’s property market and liquidity trends, potential Fed balance sheet policy changes, and Bitcoin's climb toward $100,000. Additionally, it details 42 Macro’s systematic portfolio strategies, quantitative signals, and positioning models within a reflationary, risk-on market regime.
What this episode covers
The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.
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42 Macro: Global Liquidity & Year-End Market Outlook
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