42 Macro 🇺🇸
@42Macro • 29,713 subscribers
42 Macro is an online investment research provider specializing in macro risk management through the dual lens of asset allocation and portfolio construction.
Videos
Will the Bond Market Break the AI Buildout? Darius Dale joined Cheryl Casone on Mornings with Maria to discuss the growing financing pressures behind the AI infrastructure buildout, why bond markets are flashing warning signs, and what it means for investors navigating today's macro environment.
42 Macro 🇺🇸55,443 Aufrufe • vor 18 Tagen
The U.S.-China “AI Race” Is Not an Investment Theme; It’s a Marketing Campaign. Enjoy these clips from our July 18, 2026, Around the Horn webcast in which we detail why we believe the manufactured U.S.-China “AI race” is one of the most successful marketing campaigns in world history from the perspective of transferring a historic quantity of wealth from the global investing public to elites in D.C. and Silicon Valley.
42 Macro 🇺🇸21,665 Aufrufe • vor 26 Tagen
Will the Fed Tighten Soon So It Can Ease Even More Later? Darius Dale joined Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern to discuss why the Fed may tighten financial conditions in the near term to create scope for much easier policy later, and why any meaningful pullback in risk assets should be viewed as a buying opportunity within the 42 Macro Paradigm C bull market.
42 Macro 🇺🇸37,491 Aufrufe • vor 1 Monat
Here’s why the AI capex bubble is all but guaranteed to cause a historic secular bear market. Enjoy this clip from our May-26 Macro Scouting Report webcast, in which we detail key elements of our robustly researched view that a secular bear market is a high-probability outcome after the AI capex bubble peaks.
42 Macro 🇺🇸53,108 Aufrufe • vor 3 Monaten
Is the Fed About to Take Away the Punch Bowl and CRASH the Stock Market? Enjoy this clip from our May 16, 2026, Around the Horn webcast, in which we detail the rapidly rising risk of a hard, hawkish pivot by the Fed and the potential for it to crash the stock market this summer.
42 Macro 🇺🇸37,006 Aufrufe • vor 2 Monaten
Here’s Something Most of the World’s Best Investors Do That You Should Be Doing Too Enjoy this clip from our April 11, 2026, Around the Horn webcast, in which we detail one of the most lucrative open secrets across global Wall Street: most of the world’s top buy-side institutions do not rely on fundamental predictions to manage risk in their portfolios. Watch this short discussion to learn why. We hope this investing wisdom blesses you on your journey to retire on time and comfortably.
42 Macro 🇺🇸43,416 Aufrufe • vor 4 Monaten
Will Burgeoning Core Inflation Pressures from AI Capex Force the Fed to Crash the Stock Market? Darius Dale joined our friend Romaine Bostick on Bloomberg’s The Close to break down why The Fed is rapidly falling behind the curve as core inflation pressures continue to build across the buoyant US economy. While AI is unquestionably disinflationary over the long term, it is acting as a massive demand shock for resources and capital in the interim. This is adding upward pressure on inflation and yields.
42 Macro 🇺🇸31,268 Aufrufe • vor 2 Monaten
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