Insights

Darius recently hosted our friend Nadine Terman on 42 Macro’s Pro to Pro, where they discussed inflation, the federal budget deficit, China, and more.

If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio: 

1. Are Both Political Parties Likely to Increase The Federal Budget Deficit? 

Even if Republicans win and Elon Musk advocates for severe spending cuts, we believe those cuts are unlikely to materialize. While there may be headlines about cutting spending, slashing large…

Darius recently sat down with our friend Felix Jauvin from Blockworks, where they discussed the Fed, the bond market, a positive inflection in the fiscal impulse, and more.

If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio: 

1. Is The Fed Cutting Rates to Ease or Normalize?

When the Fed cuts rates, it is important to distinguish between policy normalization and easing. Outright easing refers to the Fed lowering the policy rate below neutral to stimulate the real…

Darius recently joined our friend Charles Payne on Fox Business, where they discussed the outlook for the US economy, the impact of rate cuts, the significance of the Dollar, and more.

If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio: 

1. What Is The Medium Term Outlook On The Economy?

While the slowing economy might seem concerning after a significant market rally, we believe growth is likely to surprise to the upside over the medium…