EPISODE · Jan 21, 2025 · 5 MIN
Navigating Policy-Driven Market Volatility and Global Risks
from The Macro Minute with Darius Dale · host 42 Macro
This episode addresses key macro questions surrounding how long markets can withstand policy-driven volatility, focusing on the impact of tariffs on the auto industry, investigations into China's trade practices, and liquidity dynamics amid shifting global trade policies. Discussion points include strategies for navigating potential disruptions in the auto sector, an overview of quantitative signals indicating a market shift, and insights into market regimes and positioning. The podcast also touches on client inquiries regarding BOJ rate hikes and their limited impact, framing the discussion around today's evolving economic and geopolitical landscape.
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.
NOW PLAYING
Navigating Policy-Driven Market Volatility and Global Risks
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.