MacroVoices
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months.
00:00:00 Intro
00:00:38 Market Wrap
00:10:53 Feature Interview with Darius Dale
00:46:35 Postgame - Summer Doldrums?
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Darius Dale is the Founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management processes. Prior to founding 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management, an independent investment research firm based in Stamford, CT. At Hedgeye, Darius was the Sector Head of the Macro team and was known across global Wall St. for developing “The Quads” – a foundational component of their asset allocation process. He joined the firm upon graduating Yale in 2009.
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