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Insights

Understand the current market trends with the latest news, strategies, and analysis.
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.

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

1. Is There A Material Difference Between Either Presidential Candidate From A Fiscal Policy Perspective? 

Regardless of which candidate wins the upcoming election, we believe we are likely to see even more populism, or the promotion of policies that reflect the…

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.

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

1. What Impact Will The Recent Port Strike Have On The Economy? 

Many of the goods entering the country pass through the ports along the Gulf Coast, East Coast, and the Port of Long Beach. We believe the recent shutdowns at these ports are likely to cause a…

Global Macro 1 min
10/02/2024

Here Comes The Liquidity

Darius sat down with our friend Maria Bartiromo on Fox Business last week to discuss the probability of a soft landing, the outlook for global liquidity, China, and more.

US Economy 3 mins
09/24/2024

The Fed Is Easing Into A Major Regime Shift

Darius recently sat down with our friend Felix Jauvin from Blockworks, where they discussed the Fed, the bond market, a positive inflection in the fiscal impulse, and more.

Global Markets 3 mins
09/20/2024

What Will The Future of AI Hold?

Darius recently hosted our friend Beth Kindig on 42 Macro’s Pro to Pro, where they discussed the outlook for the Tech and Communication sectors, how companies will benefit from AI, the scale of AI as an investment opportunity, 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. Are The Tech and Communication Services Sectors Overvalued?

Our research shows that the valuations of the Tech and Communication Services sectors, when combined, are comparable to…

Global Macro 3 mins
09/18/2024

Threading The Macro Needle

Darius recently joined our friends Nadine Terman and Ben Brey, where they discussed the Market Regime outlook, our “Resilient US Economy” theme, #inflation, and more.

US Economy 2 mins
09/13/2024

Why The Fed Needs To Front Load Rate Cuts

Darius recently joined our friend Charles Payne on Fox Business, where they discussed the outlook for the US economy, the impact of rate cuts, the significance of the Dollar, and more.

US Markets 2 mins
09/09/2024

Stock Market Predictions To End 2024!

Darius recently joined our friend Anthony Pompliano, where they discussed the 42 Macro Global Macro Risk Matrix, the outlook for the global economy, AI-related productivity growth, and more.

Global Economy 2 mins
09/05/2024

Private Investing 101

Darius recently hosted our friend Kris Naidu, Founder and CEO of Zeacon, on our monthly Pro to Pro, where they discussed the dos and don’ts of private investing.