Insights

Darius recently joined Paul Barron on the Paul Barron Network, where they discussed 42 Macro’s three bullish fundamental themes, the key economic cycles that lead asset markets, and more.
If you missed the interview, here are the two most important takeaways from the conversation that have significant implications for your portfolio:

1. When Should Investors Brace For A Significant Market Downturn?
We remain confident in the fundamental bull base for asset markets through early-Q2.
Our outlook is supported by three of our four core fundamental themes:
Our “Resilient U.S. Economy” theme, which we authored in September 2022.
Our “Here Comes The Liquidity”…

Darius recently sat down with Exploring Prosperity’s Robert Dewey, where they discussed the new wave of populism, the impacts of the U.S. regional banking crisis, the U.S. dollar, 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. Is There A Material Difference Between Either Presidential Candidate From A Fiscal Policy Perspective? 

Regardless of which candidate wins the upcoming election, we believe we are likely to see even more populism, or the promotion of policies that reflect the…

Darius recently sat down with our friend Jason Shapiro from Crowded Market Report, where they discussed how to effectively use macro, the 42 Macro investment process, the outlook for China, 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 Optimal Way to Incorporate Macro Into An Investment Strategy?

We would argue that many investors incorrectly incorporate macro into their investment strategy because they are not paying enough attention to what…