Insights

Darius recently sat down with FFTT Founder and President Luke Gromen to discuss how U.S. marketable treasury market dynamics have shifted over recent years, the likelihood of a meaningful reduction in the federal budget deficit in this Fourth Turning, and more.

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

1. How Have Changes In Ownership Structure Contributed To Price And Yield Dynamics In The Treasury Market?

At 42 Macro, one of the ways we analyze the marketable U.S. Treasury market is by…

Darius recently joined Gavekal’s David Hay to discuss the current Fourth Turning, #inflation, the relative attractiveness of Treasury Bonds and Gold, 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 Can Understanding Fourth Turning Economic And Policy Dynamics Help Investors Position Their Portfolios?

At 42 Macro, we conducted a deep-dive empirical study on Fourth Turnings to identify trends across economic, market, and policy indicators during…

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.

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

1. Will AI Replace Investment Professionals?

While many financial services professionals fear this, Andrew believes AI will not replace them. Instead, it will become a powerful tool every investor uses in some form.

Common applications of…