On today's episode of "On the Margin", Darius Dale CEO of 42 Macro joins the show for a discussion on the Fed's tightening cycle.
By tracking the effects of liquidity on financial markets, Darius shares his framework for assessing the current tightening cycle the Fed is embarked on in their quest to fight inflation. While 2020 and 2021 saw markets soar to new highs in a liquidity cycle & growth upturn, 2022 has seen the opposite as the liquidity cycle downturns. In order to understand the market cycle, you must first understand the liquidity cycle, but to hear that, you'll have to tune in!
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Referenced In The Show:
Progressing Through The Tightening Cycle: https://www.bridgewater.com/research-and-insights/an-update-from-our-cio...
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Timestamps:
00:00 Introduction
00:57 The Liquidity Cycle
07:58 Where Are We In The Liquidity Cycle?
16:12 The Fed Is Looking In The Rear View Mirror
19:24 Progressing Through The Tightening Cycle
24:08 Circle Ad
25:27 Tracking The Inflation Cycle
34:17 Measuring Liquidity Using The GRID Framework
40:45 Final Thoughts: Darius' Outlook On Markets
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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