Insights

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…

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…

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…