Navigating Economic Challenges: Technical Recession Insights

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