Insights

Darius Dale recently joined Felix Jauvin on Forward Guidance to break down why the U.S. economy is undergoing a historic paradigm shift—from Wall Street-led globalization to Main Street-driven reindustrialization. If you missed the interview, here are three key takeaways that likely have huge implications for your portfolio:

1) Tariffs Mark the Beginning of a Multi-Year Economic Regime Shift

Darius explains that the Trump administration’s tariffs are not a short-term negotiating ploy, but the cornerstone of a deliberate shift from a K-shaped, globalized economy (“Paradigm A”) to an E-shaped, reindustrialized economy (“Paradigm B”). This transition, inspired by Fourth Turning dynamics, is designed to compress the gap between capital and labor-even if it means short-term economic…

Darius Dale, 42 Macro Founder & CEO, joined Anthony Pompliano on The Pomp Podcast to break down the potential market impact of Trump’s economic policies, the Fed’s inflation dilemma, and why the government might be engineering short-term pain for long-term gain. If you missed the podcast, here are three key takeaways that may have huge implications for your portfolio.

1) Is Trump “Kitchen-Sinking” the Economy to Rebuild It?

Darius likens Trump’s approach to President Reagan’s 1980s strategy—short-term pain to reset the system. By implementing tariffs, restricting immigration, and perpetuating maximum uncertainty among investors, consumers, and businesses, the administration appears to be forcing a hard reset toward a supply-side economy. While the long-term goal may be…

Darius recently joined Charles Payne on Fox Business to discuss why the Fed’s inflation fight is failing, the limits of traditional economic indicators, and how Trump’s potential policies could impact markets. If you missed the appearance, Here are three key takeaways that could significantly impact your portfolio.

​​1) The Fed’s 2% Inflation Target is Unattainable

Darius has been warning since January 2022 that the U.S. economy’s equilibrium inflation rate is in the high 2% to low 3% range, making the Fed’s 2% target unrealistic. Despite recent disinflationary trends, inflation remains sticky, and the latest data reinforces the idea that the Fed won’t get back to 2% without causing serious economic damage. Rather than continuing its restrictive policy, the Fed should revise…