Darius Dale, Founder & CEO of 42Macro and a macroeconomics expert, dives into the intriguing world of finance. He discusses the Federal Reserve’s evolving policies and their potential impact on the economy, with a focus on inflation rates. The conversation highlights the challenges in the housing market and innovative solutions for reform. Darius also examines the implications of deregulation on housing demand and positions Bitcoin as a strategic hedge against inflation, raising questions about the future of retail investing.
33:20
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Regime Change Is The Administration’s Lever
The Trump administration is actively pursuing Fed regime change to engineer an economic boom.
Darius Dale expects a more dovish Fed majority of Trump appointees within a year.
insights INSIGHT
Mortgage Rate Lock Freezes Housing Supply
A large spread between marginal and effective mortgage rates creates a lock-in that freezes housing supply.
This spread has pushed existing home sales to financial-crisis-like lows for years.
volunteer_activism ADVICE
Use Bounties To Unlock Housing Construction
Create incentives for builders and local governments to dramatically increase housing supply.
Use bounties or shared rewards to change zoning and accelerate construction.
Get the Snipd Podcast app to discover more snips from this episode
Darius Dale is the Founder & CEO of 42Macro. In this conversation we talk about the Federal Reserve, inflation expectations, what is going on with Lisa Cook, how to fix the housing market, and how the market could play out the rest of the year.
=====================
Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/
======================
Bitizenship helps Bitcoin-forward investors gain EU residency and a path to Portuguese citizenship in five years while maintaining exposure to Bitcoin. Their regulated fund qualifies you for the Golden Visa through an operating company focused on Bitcoin-native innovation. Book a free strategy call at https://bitizenship.com/pomp.
======================
TimeStamps:
0:00 - Intro
0:54 - What is going on with the Fed & Lisa Cook?
5:19 - Rundown of the housing market and how to fix it
21:16 - What are real inflation expectations?
29:24 - How to prepare for a federal reserve regime change
The Pomp Podcast 