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00:00 - Intro
03:15 - Who is Darius Dale?
06:48 - Darius’s strategic perspective
10:38 - What will happen to the inflation going forward?
20:28 - Looking at the next 6-12 months
26:18 - What about the longer term?
31:39 - The historical perspective
39:33 - What Darius is telling investors right now
48:22 - Dealing with external factors
58:36 - Factor correlation and clustering
01:02:07 - Are portfolio construction models outdated?
01:10:30 - Thanks for listening