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Apr 9
56m 56s

Trump Is “Kitchen Sinking” The US Econom...

Blockworks
About this episode

In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to QE, how to approach portfolio allocation and risk management, and more. Enjoy!


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Timestamps:

(00:00) Introduction

(00:06) Key Market Narratives

(04:03) Trump's Economic Vision

(13:28) Ads (Ondo, Ledger)

(14:39) Trump's Economic Vision (Con't)

(16:02) Technical vs. Actual Recession

(20:02) Credit Cycle and Market Positioning

(25:13) Market Pricing for Recession

(30:15) Fiscal Policy and Tax Cuts

(32:39) Ads (Ondo, Ledger)

(33:54) Federal Reserve's Mandates and QE

(37:26) Global Liquidity and Debt Refinancing

(43:50) Portfolio Construction and Risk Management

(47:34) KISS Portfolio System

(52:29) Managing Different Opinions & Systematic Investing


Disclaimer: Nothing discussed on Forward Guidance 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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