Today, we’re very excited to announce the launch of the Prometheus Podcast! This recording is the first of many podcasts to come, which will cover far-ranging topics in macro, markets, and investing. As always, our objective is to bring you thoughtful and actionable insights, and our conversations will always aim to be so.
For our first episode, our Founder, Aahan Menon, is joined by a very special guest: Darius Dale, Founder & CEO of 42 Macro. Darius is one of the best quantitative macro minds out there and runs one of the best macro research firms in the business. The conversation covered a wide variety of topics, from the underlying mechanics of a systematic macro approach, to the current outlook on markets. Find the show notes below:
(0:00 - 0:30) Understanding The Systematic Approach: Concepts, Nowcasting, Regime Recognition
(0:30 - 0:43) The Current Economic Backdrop: Growth, Labor Markets, Fed, The Structure Of Inflation Drivers
(0:00 - 0:43) Market Views: Treasuries, Stock & Bond Correlations, Eventual Dollar Unwind
If you enjoyed this episode, make sure to let us know in the comments below. Finally, if you haven’t already, don’t forget to subscribe!