On today's episode of Forward Guidance, Jack Farley welcomes returning guest, Darius Dale of 42Macro. Darius sits down to discuss the current macro environment from recession warning signals on the horizon, stock & bond correlations during market sell-off's, the outlook for commodities in this environment, ARKK & other high beta assets and the mechanics driving inflation & the yield curve.

42Macro website: https://42macro.com/

Darius Dale on Twitter: @42macroDDale

Jack Farley on Twitter: @JackFarley96

Blockworks’ Twitter: @Blockworks_

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Timestamps
00:00 Introduction
00:44 Macro Outlook
11:05 Odds of Secular Inflation
13:20 Stocks and Bonds Down Together?
10:19 Safe Havens Other Than Bonds
25:09 BCB Group Ad
27:14 Gold & Bitcoin
32:12 Oil & Commodities
39:15 ARKK & Other High-Beta Assets
42:43 Inflation and The Yield Curve
58:32 China