Darius Dale

speaker

259 appearances 1 recordings 1 series first heard Jul 2026 last heard 30 Jul

Darius Dale’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Pomp Podcast · The Fed's Latest Move Just Changed Everything | Darius Dale · 30 Jul 2026 podcast

And so when you start to invert things and start pricing them in units of dollars, like instead of saying price of S&P in $1,

What's $1 ability to purchase one share of the S&P?

What is $1 ability to purchase one banana at the grocery store or one gallon of gas?

And you invert those prices, you really see the structural multi-decade decline in our purchasing power that's been masked by these academic arguments that money supply has no impact in the real world, which again, sorry for me using this word again, is bullshit.

And thank God for Kevin Warsh to come in into the Fed and kind of hopefully change the mindset around this.

Stephen Moran was on CNBC the other day talking about this as well.

The reality is, is this, the academics, they want to exclude anything that could be

potentially inflationary via the Cantillon effect from discussions about inflation and the balance sheet and ultimately monetary policy, because they want carte blanche to continue implementing those policies for the bankers and the masters that they serve, which is not the ordinary Main Street American households.

And so hopefully, it's my hope as someone who understands these dynamics at a very high level and someone from the bottom of that K,

I'm hoping from based on everything he's saying in his testimony a couple of weeks ago, that Kevin Warsh understands what I'm talking about and will go there and fight for the people in terms of changing the mindset.

Oh, that's a phenomenal question, because we have two types of clients, specifically as it relates to this question.

We have global fixed income clients, folks who manage hundreds of billions, if not trillions of dollars.

We know we have a couple clients who manage trillions of dollars of global fixed income.

But then we also have non-fixed income clients, which are equity investors, portfolio managers, people who invest across asset classes, credit, et cetera, crypto clients, crypto hedge funds, et cetera.

And so I would say the clients in the fixed income space

are annoyed as heck by this change.

They're so used to making easy money by gaming what the Fed is going to say next.

And as a function of their legacy forecast, we know that what they're going to say next, there's a sort of high auto correlation between what they previous said.

Well, now we're moving to an era where the autocorrelation between what the Fed previously said and what they say and do next is declining.

And so that ultimately makes it harder for the fixed income investors to make money, but it makes it easier for the rest of us who can forecast accurately to make money.

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