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Dantes Outlook Market Podcast

Dantes Outlook Market Podcast

By: Damanick Dantes
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About this listen

 Weekly summaries of what comes across our portfolio management desk. Dantes Outlook manages a suite of global multi-asset ETF portfolios. We rely on internal models and external research providers. Previous episodes featured experts in global markets and investing. Our goal is to help both individuals and institutions realize global market opportunities and the factors that drive them. Conversations will focus on global market events, trading and investing strategies, risk management, and wealth. We'll also dive into decision making and the psychology behind investing. This podcast is for educational purposes only, and is not investment advice.2022 - Dantes Outlook LLC Economics Personal Development Personal Finance Personal Success Politics & Government
Episodes
  • Balancing Stocks, Bonds, and Metals

    Balancing Stocks, Bonds, and Metals
    Oct 26 2025

    In This Episode:

    • Why Treasuries are having their strongest October in years.
    • The significance of the negative stock–bond correlation and what it signals for portfolios.
    • Inflation and labor market trends supporting potential Fed rate cuts.
    • How gold, palladium, and other metals fit into a late-cycle allocation.
    • Our portfolio adjustments: longer-duration Treasuries, selective pro-cyclical tilts, and risk management strategies.
    • Why loose financial conditions continue to support speculation — and how we’re positioning for the next phase of the cycle.

    Resources & Links:

    Subscribe to our Dantes Outlook Substack for full market intelligence updates and model portfolio insights.

    Email our team: damanick@dantesoutlook.com for private client access and portfolio consultation.
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    3 mins
  • Q3 2025 Global Market Intelligence

    Q3 2025 Global Market Intelligence
    Oct 18 2025

    In this episode:

    Key findings from the Q3 2025 Market Intelligence Report

    Why asset dispersion is narrowing and what that means for diversification

    Where our models see strength—select metals, emerging markets, and duration

    The implications of a neutral dollar and extended U.S. equities

    How we’re positioning portfolios for selective exposure and flexibility

    Referenced in this episode:

    Dantes Outlook Market Intelligence Report (Q3 2025)

    Substack: https://dantesoutlook.substack.com

    Learn more: https://dantesoutlook.com
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    1 min
  • Middle East Investment Takeaways, Riyadh & Dubai

    Middle East Investment Takeaways, Riyadh & Dubai
    Oct 11 2025

    Topics Covered:

    – Introduction: A new perspective from Riyadh and Dubai

    – First impressions of the Middle East’s financial centers

    – Inside the CMT Global Investment Summit: sentiment, structure, and surprises

    – Regional vs. U.S. focus: where investors see opportunity

    – The Dantes Outlook framework: mapping the market and business cycles

    – Challenging assumptions about the Middle East’s global role

    – Key insights investors should be watching

    Visit us at DantesOutlook.com
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    18 mins
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