Darius recently sat down with Brent Kochuba of SpotGamma for a fascinating discussion on how options-driven leverage, zero-day options (0DTE), and shifting market structure are reshaping investment opportunities. If you missed it, here are the three most important takeaways that could significantly impact your portfolio.
Darius recently sat down with Raoul Pal of Real Vision for an enlightening conversation about the accelerating impact of AI, the exponential age, and what investors must do now to stay ahead.
Darius recently joined Charles Payne on Fox Business to discuss the potential impact of President Trump’s economic agenda on asset markets, the importance of observing the market rather than predicting it.
Darius recently joined Adam Taggart to discuss the likelihood of significant deficit reduction during President Trump’s administration, a potential global refinancing air pocket, and more.
Darius recently joined David Lin to discuss the impact of tariffs, the outlook for inflation, the role of gold in our KISS Portfolio Construction Process, and more.
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 joined Anthony Pompliano to discuss the outlook for global liquidity, the influence of the U.S. dollar on global liquidity, and much more.
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.
Darius recently joined Charles payne on Fox Business to discuss the impact of last week’s FOMC decision and Chair Powell’s press conference, the outlook for liquidity, how to invest successfully during this Fourth Turning, 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. While the Fed’s reaction function remains dovish, we believe it is likely no longer asymmetric. With the Fed now adopting a more balanced assessment of risks, the responsibility shifts back to us as investors to accurately forecast where the labor…
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.
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.
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 federal budget deficit, and more.
Darius recently sat down with Anthony Pompliano to discuss the risks of a stronger US dollar, a potential global refinancing air pocket, and more.
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.
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.
