The New Macro Supercycle | Dario Perkins скачать в хорошем качестве

The New Macro Supercycle | Dario Perkins

On today's episode of "On the Margin", Dario Perkins MD of Global Macro at TS Lombard joins the show for a discussion on the new macro supercycle. As de-globilization increasingly becomes one of the key forces driving markets, Dario walks through one of his recent pieces titled "The Nightmare Scenario For Central Banks". Drawing historical comparisons between today's economy with both the 1940's & 1970's, Dario describes the setup we now have for a new macro regime, and how central banks are viewing this current environment. This episode is full of insights you can't afford to miss to help navigate this new macro regime, but to hear that, you'll have to tune in! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Dario:   / darioperkins   Follow Mike:   / mikeippolito_   Follow On The Margin:   / onthemarginpod   Follow Blockworks:   / blockworks_   -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Dario Perkins: Watch Out for Another 20% Drop in Equities: https://open.spotify.com/episode/7GSV... Capital Wars, Liquidity & The Rise of China | Michael Howell: https://open.spotify.com/episode/5wNL... The Nightmare Scenario For Central Banks: https://blogs.tslombard.com/the-night... Euro, Stocks Tumble as Russia Pulls Rug on Gas Supplies: https://www.bloomberg.com/news/articl... -- Timestamps: 00:00 Introduction 00:20 The Nightmare Scenario For Central Banks 03:54 Comparisons Between The 1940's & 1970's 07:52 The New Macro Supercycle 13:32 Fake Recession, Fake Business Cycle 19:52 Inflation, Europe & Natural Gas 22:36 Big Tech/FAANG: A Return To Value? 26:22 The Cost of Living Crisis 29:53 Avoiding A Euro Crisis 2.0 33:08 The Role of Central Banks 41:42 Embracing Higher Volatility -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.