MI163: Macro Market Overview w/ Darius Dale

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong>&nbsp;</p><ul><li>04:21 - What sort of impact the Russian invasion of Ukraine has on financial markets.</li><li>07:39 - Why the market expects inflation to come down in the near term.</li><li>11:43 - What a “Fed Put” is.</li><li>21:51 - Why the Federal Reserve raised interest rates well after the rise in asset prices in late 2021.</li><li>25:36 - What is the one asset class that investors should consider allocating to given the current macro environment?</li><li>35:49 - What the drivers of continued inflation will be going forward.</li><li>38:08 - What an inverted yield curve ultimately signals to the market.&nbsp;</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>EPISODE RESOURCES</strong></p><ul><li>Check out 42 Macro’s <a href="https://42macro.com/" rel="noopener noreferrer" target="_blank"><strong>Research</strong></a>.</li><li>Robert and Clay’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/building-a-balanced-portfolio/" rel="noopener noreferrer" target="_blank"><strong>MI161: Building a Balanced Portfolio w/ Daniel Rasmussen</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/richer-wiser-happier/" rel="noopener noreferrer" target="_blank"><strong>MI131: Richer, Wiser, Happier w/ William Green</strong></a>.</li><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937c3747cd4044bdc87a7823c82f&amp;camp=1789&amp;creative=9325" rel="noopener noreferrer" target="_blank"><strong>FREE audiobook from Audible</strong></a>.</li><