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