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This week, Darius Dale Founder of 42 Macro joins the show for a discussion on the current state of asset markets.

With the recession that never came to be, stock markets hovering around all time highs & Fed rate cuts in 2024, Darius makes the case that markets are pricing in goldilocks & a 2024 soft landing. To hear all this & more, you'll have to tune in!

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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Timestamps:

(00:00) Introduction

(00:39) Markets Are Pricing Goldilocks

(06:29) The Recession That Never Came To Be

(10:55) DAS London Plug

(12:11) 2024 Elections & Janet Yellen's Liquidity Supportive Impulse

(15:25) The Highest Probability Is A Soft Landing In 2024

(21:10) Inflation

(27:06) Rate Cuts In 2024

(30:10) Blockworks Research Ad

(30:58) Oil

(33:21) What Is Happening In China?

(39:56) Bitcoin

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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.