What’s the Bond Market Signaling?

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Darius Dale, founder and CEO of 42 Macro, joins Ash Bennington to analyze the market action following the Fed’s decision to pause rate hikes. With the VIX spiking and yields surging, will equities continue to suffer?
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[@jasongrig]

Ash with Darius. Our lucky day.

[@billyahmed9503]

Darius smartly pushes his recession timeline smoothly ...

[@robertburke9408]

Darius is a smart dude. Great stuff.

[@mak529]

Great conversation

[@jantarai362]

Great information

[@XSAoRAD]

32:15 did Darius unironically say "stonks" 😅

[@user-dw8ic1mg4j]

This video was created before the Friday PMI data, had Darius seen the weak PMI he would have bought forward the recession call to year end 2023.

[@jenniferrodriguez6120]

Anyone remember last summer Darius saying Q4 2022 for recession? This dude changes his outlook every quarter

[@conduit242]

Yep and he will say that as the data changes the forecast changes…if you’re looking for surefire predictions, try gasoline and matches

[@chrisginoc]

5.33% on the Ten Year Treasury is next.

[@anthonypauldyke]

It’s a please to listen to Darius pick these issues apart, just wish he would speak a little quicker 😮

[@robertburke9408]

The disinflation was just base effect. A first year MBA student can tell you this.

[@chrisginoc]

Yes and getting down from 9% inflation to 3-4% is easier than down from 3-4% to 2% or less.

[@gloriajaimesa2811]

PHDs at the Fed learned M/M last year....

[@bigalghe2627]

The ultimate flip flopper!

[@AaronJCourtney]

Human productivity growth is going to zero. Take a look at the change in disabilities in the workforce age population from FRED.

[@miguelescobar4140]

Darius seems to talk a lot without offering any meaningful insights. Those who followed advice from Darius, Gareth, Morgan Stanley, Michael Burry, and other bearish voices have experienced significant financial losses. Year-to-date, the S&P has seen a 12% increase, the NASDAQ has risen by 30%, and the Russell 2000 is up 10%. It's unfortunate that these individuals continue to discourage investment.

[@davidwli1]

His model portfolio has been long stocks and ultra short term bonds and MMF so subscribers have done well this year

[@conduit242]

Bearish guests draw about 3x more views…you’re the product