Episodes
Thursday Apr 12, 2018
Darius Dale: Hedgeye turn BEARISH U.S. Growth
Thursday Apr 12, 2018
Thursday Apr 12, 2018
Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss the peak in the U.S. growth cycle, inflation and earnings. They further discuss the global divergence reiterated and the prognostications vs the reality of the markets. They further discuss China’s massive credit expansion, the US dollar and the breakdown in currency and interest differentials.
Version: 20240320
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.