We value your privacy
We use cookies to enhance your browsing experience and analyze our traffic. Please choose your preferences.

Insights

Understand the current market trends with the latest news, strategies, and analysis.
US Economy 3 mins
01/08/2025

Bitcoin And Stocks Are In For A Wild 2025

Darius recently joined Anthony Pompliano to discuss the outlook for global liquidity, the influence of the U.S. dollar on global liquidity, the potential economic impact of Trump administration immigration policies, 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 Is The Outlook For Global Liquidity?

At 42 Macro, we track global liquidity using our Global Liquidity Proxy, which aggregates global central bank balance sheets, global broad money supply, and global FX reserves (excluding…

US Markets 2 mins
12/31/2024

Here’s Why 2025 Will Be A Tricky Year For Investors

Darius joined Cheryl Casone on Fox Business to discuss the current risk-on Market Regime, the medium-term drivers of asset markets, the impact of upcoming fiscal and regulatory policy changes, and more.

US Economy 3 mins
12/20/2024

What Must Be Done To Prevent DOGE From Failing?

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 and much more.

Global Macro 3 mins
12/11/2024

What Are the Biggest Risks To Investors As This Fourth Turning Evolves?

Darius recently sat down with Michael Gayed from Lead-Lag Report to discuss how the 42 Macro Investment Process differs from other approaches, inflation, the likelihood of a meaningful federal budget deficit reduction under President Trump, 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 Does The 42 Macro Investment Process Differ From Other Traditional Approaches?

At 42 Macro, we take a fundamentally different approach to investment research and…

Global Macro 3 mins
12/05/2024

Decoding The Macro Puzzle

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.

Global Markets 3 mins
11/25/2024

Will Gold Protect Your Wealth Better Than Bonds Over The Long Term?

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…

US Markets 2 mins
11/22/2024

Will Risk Assets Power Ahead Into And Through Year End?

Darius recently joined Paul Barron on the Paul Barron Network, where they discussed 42 Macro’s three bullish fundamental themes, the key economic cycles that lead asset markets, and more.

Global Markets 3 mins
11/15/2024

Will AI Replace Humans In Investing? 

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.

US Economy 1 min
11/05/2024

Buying The Dip In A Risk On Market

Darius sat down with Schwab Network’s Nicole Petallides last week to discuss the current risk-on Market Regime and the outlook for asset markets.

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.