MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc
Download 42 Macro charts here 👉 https://bit.ly/3buzrBG
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Aug 27
MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They discuss sovereign debt, inflation, and the rise of cryptocurrencies and stablecoins forcing a shift toward more decentralised monetary systems. ✅Sign up for a FREE 14-day trial at Big Picture Trading: https ... Show More
41m 57s
Aug 20
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.bigpictur ... Show More
1h 22m
Aug 13
MacroVoices #545 Michael Howell: Warsh vs. The Markets
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next. https://bit.ly/3UfVKBc ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.c ... Show More
1h 6m
Apr 2025
Trump Is “Kitchen Sinking” The US Economy | Darius Dale
In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to ... Show More
56m 56s
Sep 2024
Fed Is Easing Into Major Regime Shift | Darius Dale
This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the Fed should front-load its rate cuts. Darius and Felix also delve into why the recessionistas are wrong about the labor market, the fiscal impulse, the impact of t ... Show More
52m 17s
Jul 2024
Inflation Disaster or Relief? Jared Dillian’s Dire Warning
Jared Dillian shares his urgent predictions on oil, inflation, the Fed, and the impact that the 2024 election could have on the economy.
In this episode, host Andrew Brill is joined by Jared Dillian —author, trader, musician, entrepreneur, and educator. Jared discusses the press ... Show More
39m 44s
Nov 2021
Screwflation is Going to Change Everything. It’s Happening. And a Conversation with David Rosenberg of Rosenberg Research
Guy, Dan and Danny discuss warning signs under the market hood (2:07), oil volatility (8:31), and Thanksgiving day NFL picks (12:14). The co-hosts interview David Rosenberg of Rosenberg Research and discuss the disconnect between the economy and stock market (14:28), investors cr ... Show More
36m 59s
May 2022
Is this a bear market? (EP.255)
On today's show, we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of all-time, and much more.
Register for the YCharts Webinar: Mega Caps with Michael Batnick: The Real Impact of Mega Cap Stocks ... Show More
46m 37s
May 2023
Is the U.S. Economy Starting to Roll Over?
Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch.
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36m 9s
Sep 2022
Finding financial confidence
Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jone ... Show More
30m 12s