Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Julia La Roche. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia La Roche or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

#251 Darius Dale: Wall Street Is Still In Charge — Did Trump Abandon Main Street Already?

58:47
 
Share
 

Manage episode 478763253 series 3510102
Content provided by Julia La Roche. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia La Roche or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, returns to The Julia La Roche Show for episode 251 to discuss Trump, tariffs, and the risks facing the markets and the economy.

Sponsor: This episode is brought to you by Monetary Metals.

https://monetary-metals.com/julia

Links:

42 Macro https://42macro.com/

Darius on X/Twitter: https://x.com/dariusdale42

42 Macro on X/Twitter: https://x.com/42macro

42 Macro on YouTube: https://www.youtube.com/@42Macro

0:00 Intro and welcome Darius Dale

0:30 Quick update on Wednesday morning with Darius onTrump's Wall Street pivot

11:29 Original interview begins:

12:43 Core research themes: Sticky inflation and resilient economy

18:09 Treasury market dynamics and foreign ownership concerns

21:24 American exceptionalism and international investment imbalances

27:58 Discussion of technical recession outlook

31:24 Detailed recession forecast and Fed response predictions

33:38 Labor vs capital distribution shifts over generations

37:52 Balance of payments crisis risks and twin deficit implications

43:03 KISS systematic investment strategy explained

50:57 Gold outlook and bond market analysis

54:37 Closing thoughts

  continue reading

269 episodes

Artwork
iconShare
 
Manage episode 478763253 series 3510102
Content provided by Julia La Roche. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia La Roche or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, returns to The Julia La Roche Show for episode 251 to discuss Trump, tariffs, and the risks facing the markets and the economy.

Sponsor: This episode is brought to you by Monetary Metals.

https://monetary-metals.com/julia

Links:

42 Macro https://42macro.com/

Darius on X/Twitter: https://x.com/dariusdale42

42 Macro on X/Twitter: https://x.com/42macro

42 Macro on YouTube: https://www.youtube.com/@42Macro

0:00 Intro and welcome Darius Dale

0:30 Quick update on Wednesday morning with Darius onTrump's Wall Street pivot

11:29 Original interview begins:

12:43 Core research themes: Sticky inflation and resilient economy

18:09 Treasury market dynamics and foreign ownership concerns

21:24 American exceptionalism and international investment imbalances

27:58 Discussion of technical recession outlook

31:24 Detailed recession forecast and Fed response predictions

33:38 Labor vs capital distribution shifts over generations

37:52 Balance of payments crisis risks and twin deficit implications

43:03 KISS systematic investment strategy explained

50:57 Gold outlook and bond market analysis

54:37 Closing thoughts

  continue reading

269 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play