Michael Darda

What Michael Darda has said on podcasts

12 statements

1. on Federal ReserveNegativeSep 3, 2026· Bloomberg Surveillance

   The Fed would need tighter policy if nominal growth is truly running near seven percent.

   “if that's truly the underlying pace, then the Fed is way behind the curve and needs to tighten monetary policy”

   Listen at 3:04

   Open the episode · Market Risks and Equity Melt Up
2. on U.S. nominal economic growthNeutralSep 3, 2026· Bloomberg Surveillance

   Fourth-quarter data will reveal whether the economy’s underlying momentum is genuinely strong.

   “I think the fourth quarter of this year is going to be the tell”

   Listen at 3:37

   Open the episode · Market Risks and Equity Melt Up
3. on Delayed Federal Reserve tighteningNegativeSep 3, 2026· Bloomberg Surveillance

   Delayed Fed tightening could create volatility that threatens the business cycle.

   “that could create volatility that threatens the business cycle”

   Listen at 4:22

   Open the episode · Market Risks and Equity Melt Up

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Sep 3, 2026Markets weigh strong growth against rising rates and debt supplyBloomberg SurveillanceSep 3, 2026Guest