Fed To "Punch The Economy In The Gut" This Fall? | Darius Dale
Darius Dale is worried, in the short term, about a near-term correction in stocks.He calculates that it's more likely than not the Federal Reserve will tighten this fall in order to appease the bond market and set itself up to start easing in early 2027.But to do that, in the immediate term, it wil…
The Growth Strategy Trapping The Fed | Darius Dale
Running the economy hot may keep growth alive, but it creates a dangerous balancing act for markets.
Darius Dale, founder of 42 Macro, joins us to explain why today’s reflationary regime demands a different investing playbook.
We also discuss rising neutral rates, bond-market pressure, Fed cr…
Is the cost of capital too cheap?
In today’s Macro Minute, Darius Dale examines whether the cost of capital is becoming too cheap as the AI CapEx boom drives record corporate debt issuance and increasingly competes with sovereign debt—and potentially equities—for investor capital.
Will increased competition for capital cause a correction in stocks?
Darius Dale examines whether rising competition for capital could trigger a correction in stocks, as long-duration sovereign yields climb alongside the enormous financing demands of the AI CapEx boom. While the 12-month outlook remains bullish for risk assets, mounting monetary policy, liquidity, a…
What If the Next Market Downturn Doesn't Bounce Back? | Darius Dale
Investors have gotten used to V-shaped recoveries. What happens if the next downturn isn't one?
Eddie Ghabour sits down with Darius Dale, founder and CEO of 42 Macro, for a conversation on risk management, the AI capex cycle, and why both of them think the buy-and-hold era is nearing its limits. D…
MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYSJI
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/me…
Luke Gromen & Darius Dale: How Close To The End Are We?
LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceTwo of the sharpest minds in macro & markets return for a detailed thoughtful exploration of what lies ahead.Both think the trajectory we're on eventually end…
Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, September 25th, 2026
Featuring:
1) Michael Gapen, Chief US Economist at Morgan Stanley
2) Lindsay Newman, Asso…
Are we at peak good news regarding inflation?
Darius Dale discusses whether we’re approaching “peak good news” on inflation, what the latest PCE data signals for Fed policy, and why continued tightening may be necessary to sustain disinflation. He also examines the outlook for coordinated Fed-Treasury intervention and what rising rates could m…
Bitcoin Bull Market, Global Liquidity, ETF Flows | BMTV Oct. 01, 2026
Grace Remington and Sean Hagan break down #bullmarket, #globaleconomy, and #etf on #BitcoinMagazine TV (BMTV). Live Monday through Friday at 9:30am ET. Guests: 1. Darius Dale - 42 Macro 2. Anthony Basilli - Coinbase 3. Nico Lechuga - Ego Death Capital and more! To learn more and get the latest news…
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