Insights

Darius recently joined Maggie Lake to break down the key risks to asset markets in 2025, the outlook for inflation,  investor positioning insights from the 42 Macro Positioning Model, 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 Are The Key Risks To Asset Markets In 2025?

We believe 2025 will be a year in which the distribution of probable economic outcomes is both wide and widening. This is largely driven by an anticipated series of significant…

Darius recently sat down with Bleakley Financial Group CIO Peter Boockvar to discuss the impact of the Trump administration’s proposed tariffs, insights from the 42 Macro Positioning Model, 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. What Are The Second And Third Order Effects Of Tariffs And How Might They Cause Problems For Asset Markets?

According to data from the Committee for a Responsible Federal Budget, the Trump administration’s proposed tariffs are expected to generate nearly…

Darius recently joined Sebastian Purcell on Real Vision to discuss how to utilize key economic cycles to anticipate Market Regime shifts, our “Resilient US Economy” theme, global liquidity, 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. What Role Do Economic Cycles Play in Navigating Market Regimes?

At 42 Macro, we analyze six key economic cycles—growth, inflation, policy, corporate profits, liquidity, and positioning—to assess the…