Darius Dale is the founder & CEO of 42Macro. In this conversation, we discuss inflation, productivity, asset prices, political impact, federal reserve interest rate decisions, and outlook for 2024.

TIMESTAMPS:
0:00 - Intro
0:30 - Outlook on asset prices: “peak noise?”
3:06 - Deflation
6:20 - 2022 “recession” impact on markets
10:06 - Why would inflation start to accelerate?
13:56 - Growth GRID Models
15:57 - AI productivity growth
20:25 - 42Macro