Insights

Understand the current market trends with the latest news, strategies, and analysis.
Global Macro 3 mins
12/11/2024

What Are the Biggest Risks To Investors As This Fourth Turning Evolves?

Darius recently sat down with Michael Gayed from Lead-Lag Report to discuss how the 42 Macro Investment Process differs from other approaches, inflation, the likelihood of a meaningful federal budget deficit reduction under President Trump, and much more.

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

1. How Does The 42 Macro Investment Process Differ From Other Traditional Approaches?

At 42 Macro, we take a fundamentally different approach to investment research and…

Global Macro 3 mins
12/05/2024

Decoding The Macro Puzzle

Darius recently joined Sebastian Purcell on Real Vision to discuss how to utilize key economic cycles to anticipate Market Regime shifts, our “Resilient US Economy” theme, global liquidity, and much more.

US Markets 2 mins
11/22/2024

Will Risk Assets Power Ahead Into And Through Year End?

Darius recently joined Paul Barron on the Paul Barron Network, where they discussed 42 Macro’s three bullish fundamental themes, the key economic cycles that lead asset markets, and more.

US Economy 3 mins
11/21/2024

Is The Fed On The Precipice Of Another Major Policy Mistake?

Darius recently hosted Unlimited Funds CEO Bob Elliot on this month’s 42 Macro Pro to Pro, where they unpacked the Fed’s asymmetrically dovish reaction function, the impact of the work-from-home phenomenon, their systematic approaches to investing, 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 Driving the Fed’s Expansionary Monetary Policy?

We authored our “Resilient U.S. Economy” theme in September 2022, and since then, we have identified…

Global Markets 3 mins
11/15/2024

Will AI Replace Humans In Investing? 

Darius recently hosted QuAIL Technologies CEO Andrew Fischer on this month’s 42 Macro Pro to Pro, where they took a deep dive into AI’s future impact on the financial services industry.

US Economy 1 min
11/05/2024

Buying The Dip In A Risk On Market

Darius sat down with Schwab Network’s Nicole Petallides last week to discuss the current risk-on Market Regime and the outlook for asset markets.

If you missed the interview, here is the most important takeaway from the conversation that has significant implications for your portfolio: 

We Are In A Risk-On Market Regime And Believe Investors Should Consider Buying This Dip For Three Reasons:

U.S. growth is likely to exceed consensus expectations over the medium term, alongside an improving global economy.

The Federal Reserve maintains an…

Global Macro 3 mins
10/30/2024

Financial Repression Survival Tactics

Darius recently sat down with Exploring Prosperity’s Robert Dewey, where they discussed the new wave of populism, the impacts of the U.S. regional banking crisis, the U.S. dollar, and more.

Global Macro 3 mins
10/11/2024

What Happens to Markets In A Fourth Turning?

Darius recently sat down with our friend David Lin, where they discussed the drivers behind current market positioning, the Fourth Turning, its impact on asset markets, and more.

US Economy 3 mins
10/07/2024

The Biggest Threat To The US Economy Today

Darius recently joined our friend Anthony Pompliano, where they discussed the impact of the recent port strike, the outlook for inflation, the national debt, and more.