Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, returns to The Julia La Roche Show for episode 251 to discuss Trump, tariffs, and the risks facing the markets and the economy.
Sponsor: This episode is brought to you by Monetary Metals.
https://monetary-metals.com/julia
Links:
42 Macro https://42macro.com/
Darius on X/Twitter: https://x.com/dariusdale42
42 Macro on X/Twitter: https://x.com/42macro
42 Macro on YouTube: https://www.youtube.com/@42Macro
0:00 Intro and welcome Darius Dale
0:30 Quick update on Wednesday morning with Darius onTrump's Wall Street pivot
11:29 Original interview begins:
12:43 Core research themes: Sticky inflation and resilient economy
18:09 Treasury market dynamics and foreign ownership concerns
21:24 American exceptionalism and international investment imbalances
27:58 Discussion of technical recession outlook
31:24 Detailed recession forecast and Fed response predictions
33:38 Labor vs capital distribution shifts over generations
37:52 Balance of payments crisis risks and twin deficit implications
43:03 KISS systematic investment strategy explained
50:57 Gold outlook and bond market analysis
54:37 Closing thoughts
