• Badge

    A Decade of Revolution Declare Your Research Independence

Editor's Note: Click the play button to listen to a new conversation between hedge fund manager and MacroVoices podcast host Erik Townsend and Hedgeye Senior Macro analyst Darius Dale.

Erik and Darius discuss our Macro team’s top 3 themes for 2Q 2018: USA #Peak Cycle; Global Divergences, Reiterated; and U.S. Dollar #Bottoming?.

*  *  *

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

  • The U.S. growth cycle and its peak
  • Considerations on inflation
  • Earnings outlook for the rest of the year
  • Global divergence reiterated
  • Prognostications vs the reality of the markets
  • China’s massive credit expansion
  • One final leg in the dollar?
  • USD breakdown in currency and interest differentials


Darius Dale on MacroVoices: 3 Big Market Risks - the macro show