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Darius Dale, founder of 42Macro, returns to On The Margin to update Mike on his views on stocks, bonds, and the economy. Dale expects a true soft landing will be unlikely in the absence of a productivity boom, and, having correctly called the economic resiliency of the U.S. this year, he explains why he is now expecting a hard landing. Filmed on September 21, 2023.

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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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(00:00) Introduction

(01:38) The Fed's New Dot Plot

(09:08) Darius's View On Interest Rates & Bond Yields

(20:50) Blockworks Research Ad

(21:37) The Sticky Inflation Narrative

(30:04) Darius' Outlook on Stocks & Bonds

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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.