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Insights

Understand the current market trends with the latest news, strategies, and analysis.
US Economy 2 mins
05/01/2025

How Liberation Day Changed Everything

Darius Dale recently joined Jesse Day on Commodity Culture to explain why Liberation Day marks the most transformational economic event since Lehman Bros. went bankrupt in 2008. If you missed the conversation, here are three key takeaways that likely have huge implications for your portfolio:

1) The Trump Put Is Active—But at a Cost

Darius explains that recent Treasury and currency market moves resembled an emerging-market style capital flight — a clear break from historical norms. With global investors selling U.S. assets, the Trump administration was forced to activate a “Trump Put” and slow its economic reorganization strategy.

Global Economy 2 mins
05/01/2025

Capital At A Crossroads

Darius Dale recently joined Julia La Roche for a timely conversation unpacking the Trump administration’s pro-Wall Street-pivot, growing fragility in U.S. capital markets, and how investors should think about p

US Markets 3 mins
04/11/2025

The End of American Exceptionalism?

Darius Dale recently joined Víctor Hugo Rodríguez on Negocios Televisión to discuss why markets may not have bottomed yet—and what needs to change before risk assets become attractive again.

US Economy 2 mins
04/10/2025

Tariffs: The Ultimate Stagflationary Shock?

Darius Dale recently joined Jack Farley on The Monetary Matters Network to break down why we remain bearish on U.S. equities, cautious on bonds, and are eyeing a short-term bid in Treasurys.  If you missed the interview, here are three key takeaways that likely have huge implications for your portfolio:

​​1) The U.S. Economy Faces a Slower Growth and Higher Inflation Environment

Darius emphasized that tariffs, policy uncertainty, DOGE, and restricting immigration are creating a stagflationary shock. This is pushing growth expectations lower while raising inflation risks. The Trump administration’s economic restructuring plan aims to shift the economy away from deficit-financed consumer spending toward a more balanced, private sector-driven model—but that transition…

US Economy 2 mins
03/06/2025

Is Trump Crashing The Market On Purpose?

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…

US Economy 1 min
03/01/2025

Dale: U.S. Growth Slowing Due To Policy Uncertainty

Darius Dale, Founder & CEO of 42 Macro, recently joined Nicole Petallides on Schwab Network to break down market volatility, the resilience of the U.S. economy, and how investors should be thinking about policy

US Economy 3 mins
02/27/2025

Is The Fed Fighting A Losing Battle Against Inflation?

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.