Darius Dale
@DariusDale42 • 103,473 subscribers
Founder of @42Macro—home to the world’s best risk management overlays for investors who wish to retire on time and comfortably. Yale man. Not investment advice.
Videos
BREAKING: Paul Tudor Jones—widely considered one of the top-5 investors of all-time—just told you to adopt the 42 Macro LLC KISS portfolio, which is Stocks, Gold, and Bitcoin, adjusted for their relative volatility and betas. Why did God bless this formerly homeless 1980s crack baby to build a top-tier global Wall Street platform where we provide our KISS solution to the masses? For His glory and His glory only. KISS is already a life raft for thousands of investors around the world across 80+ countries, keeping them afloat during this Great Debasement ™️. I'm not here to sell you anything; I'm already rich and do not require another dollar of income to continue living a blessed life. PTJ and I are simply trying to help you before it is too late to protect your family's financial future from the deepening Fourth Turning polycrisis we have been preparing our clients for for years. ❤️
Darius Dale290,017 görüntüleme • 1 yıl önce
Here’s Why The Fed Is Likely To Revise Its Inflation Target Higher | May 17, 2025 These excerpts from our 5/17 Around the Horn webcast detail why we remain steadfast in our long-held belief that the Fed will revise its inflation target higher to 3%. The implications for the economy and asset markets are profound and represent the single greatest upside risk over the medium-to-long term. Enjoy!
Darius Dale153,526 görüntüleme • 1 yıl önce
Why Do We Still Have 12 Human Beings Setting the Price of Money for the Entire World? It’s Absurd! This clip from our August 2, 2025 Around the Horn requires no caption. Simply watch it if you’re open to big ideas for changing how the world works – for the betterment of mankind. ❤
Darius Dale120,743 görüntüleme • 10 ay önce
Will The Tardy Powell Fed Crash The Stock Market Again? Enjoy this excerpt from our November 8, 2025, Around the Horn in which we unpack the growing near-term risk to asset markets from the Powell Fed’s latest of many policy mistakes. The more the current FOMC continues to ignore the three-years-long recession for the low-to-median-income consumers and small businesses on the bottom of the K-shaped US economy, the higher the probability that the cyclical downturn in the labor market devolves in a manner that materially erodes passive retirement account flows into a richly valued stock market – if rising repo market stress doesn’t come home to roost first. We hope they pivot back to the appropriate policy signaling before it’s too late. Alas, hope is not an effective risk management process. Thankfully, our global investor community trusts KISS and Dr. Mo for that. Have a great day! -Skipper 💜
Darius Dale65,224 görüntüleme • 6 ay önce
Is Donald J. Trump Going To Force The #Fed To Do #QE? | March 8, 2025 Two key excerpts from our March 8th Around The Horn Webcast and March 2025 Macro Scouting Report, highlighting the #fiscal trajectory of the U.S. #economy and the Federal Reserve’s potential role in the months ahead. Watch the clips here:
Darius Dale115,647 görüntüleme • 1 yıl önce
The K-Shaped Economy Crisis (KEC) Will Persist Unless There Is Structural Regime Change at the Fed Watch this much-needed public service announcement from our November 1, 2025, Around the Horn if you want to better understand the advanced monetary dynamics contributing to the U.S.’s K-Shaped Economy Crisis (KEC). It’s not too late to remedy the Fed’s failed, backward-looking monetary policy framework. But reform must occur soon, and it will only come if the econ PhDs currently defending the institution’s legacy of policy failure demonstrate far more humility than they have recently. Thank you for watching. God bless America!💜
Darius Dale62,530 görüntüleme • 7 ay önce
The Fed Is Blowing Bubbles in Stocks, Gold, and Bitcoin… KISS Will Help You Sell Near the Top Enjoy this excerpt from our December 5, 2025, Macro Scouting Report webcast in which we accurately forecasted two of the most important structural changes to US monetary policy in our lifetimes: 1. The Fed will lean into the long-term outlook for productivity growth to implement increasingly — and perhaps unjustifiably — dovish monetary policy; and 2. The Fed will sacrifice Main Street to save Wall Street by restarting QE during a nationwide affordability crisis. The Fourth Turning took a big step forward today. If your portfolio is overweight Bonds relative to the 42 Macro 🇺🇸 KISS Model Portfolio's 30% target allocation for Gold and 10% target allocation for Bitcoin, it is likely your family will increasingly fall victim to the historic Cantillon effect that we’ve identified in our research as a key driver of the K-Shaped Economy Crisis (KEC). If you don’t know what “Cantillon effect” means, look it up now because it is increasingly the #1 thing standing between you and a comfortable retirement. 42 Macro is here to make sure you don’t slide down to or get trapped at the bottom of the “K.” Godspeed, my friends. —Skipper💜
Darius Dale45,229 görüntüleme • 5 ay önce
A Fiscal Crisis Is Coming By 2030 And We Have Both Republicans And Democrats To Blame In my recent appearance on Thoughtful Money with our friend Adam Taggart @menlobear, we unpacked the #math we use to project a US fiscal crisis by 2030 and how both Democrats and the GOP are perpetuating that outcome with socialist policies. If you are still a staunch Democrat or hardcore Republican after watching this, just know that you are dooming our children to a lifetime of slavery. For the rest of you, thanks in advance for ditching the Fox News/Truth Social/MSNBC/CNN propaganda so we can start developing solutions #together. ❤ Please like and repost if you’ve found this PSA helpful. Thank you! P.S. Link to full video:
Darius Dale123,610 görüntüleme • 1 yıl önce
Is It Too Late to Position for the Paradigm C Melt-Up? I had the great pleasure of piecing the global macro puzzle together with two of my favorite people: and Luke Gromen. I’m a huge fan of theirs because they share our mission to create immense value for ALL investors – not just those who write the biggest checks, as is customary across global Wall Street. In today’s discussion, Luke, Adam, and I unpacked our deeply researched views on the economy and asset markets – most notably how US fiscal policy dynamics are currently perpetuating – or will perpetuate – proactively predictable responses from a monetary policy and geopolitical perspective. Spoiler alert: After both having called for the crash earlier this year, Luke shares my Fourth Turning-inspired Paradigm C view that we are in the early innings of an asset price melt up that is likely to leave valuation-sensitive investors in the dust. Yesterday’s valuation frameworks are irrelevant once the Rubicon has been crossed, and both Luke and I agree that it has.
Darius Dale69,087 görüntüleme • 10 ay önce
Watch This If You Want To Fully Understand Why The Fed NEEDS A 3% Inflation Target The politicized debate surrounding Fed independence in mainstream media = trees. Structural regime change at the Fed = forest. Focus on the forest, not the trees. This is not a matter of what is likely to occur with US monetary policy over the long term, but rather, what must occur for the economy and asset markets to function properly in a fiscal dominance regime. In our Fourth Turning-inspired view, it would be a policy mistake for the Trump administration to not try to catalyze regime change at the Fed. Watch these excerpts from our August 2, 2025 and August 9, 2025 Around the Horn webcasts to learn why.❤️
Darius Dale58,242 görüntüleme • 9 ay önce
The Macro Minute | February 28, 2025 In today's video, I answer the following questions: - Is President Trump purposefully crowding out liquidity to "Kitchen Sink" the Economy and Asset Markets? - Is the U.S. Economy heading into another technical recession? - What is our expectation for Bitcoin in the short to medium term? You can watch it here:
Darius Dale80,296 görüntüleme • 1 yıl önce
Here’s Why POTUS Should Fire Jay Powell and Replace Him with ChatGPT | August 2, 2025 With the Powell Fed likely committing its fifth major policy mistake of Jerome’s tenure (e.g., overtightened in 4Q18, too late to ease in 1Q20, too late to tighten in 2021-22, and asleep at the bank supervision wheel in 1Q23), the time has come for the administration to take corrective action. The Fed must begin shedding many of the broken academic THEORIES that continue to misguide the institution into producing bad outcomes for the American public. This requires a change in leadership and an infusion of fresh ideas to combat legacy groupthink. It may require amending the Federal Reserve Act itself. The stakes are simply too high in this Fourth Turning for continued monetary policy failure. Enjoy this clip from our August 2 Around the Horn presentation which details why investors who fail to position for significant regime change at the Fed over the next few years will continue to underperform those of us who have been anticipating this outcome for years. ❤
Darius Dale58,012 görüntüleme • 10 ay önce
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What Must Be Done To Prevent Department of Government Efficiency From Failing 42 Macro 🇺🇸 founder and CEO joined FFTT founder and president Luke Gromen to discuss their latest thoughts on the US’ fiscal crisis, what must be done to fix it, and how the various scenarios are likely to impact investor portfolios. People close to Elon Musk and Vivek Ramaswamy will be doing a great service to America if they get them to watch this video.
Darius Dale82,178 görüntüleme • 1 yıl önce
If You’re Not Positioned For Regime Change At The Fed, Your Portfolio Will Continue To Underperform. Enjoy these clips from our September 2025 Macro Scouting Report which detail some of the structural reasons why global financial markets are likely to continue pricing in a high and rising probability of durable financial repression and monetary debasement over the long term. We have consistently prepared 42 Macro 🇺🇸 clients for these outcomes since we first published our Investing During A Fourth Turning Regime study in the summer of 2023. Trailing two-year total returns: S&P 500: +49% NASDAQ 100: +57% Gold: +86% Bitcoin: +333% US Dollar Index: +4% Treasury Bonds: +2% Remember friends, regurgitating bear porn makes you sound smart. KISS and Dr. Mo make you rich. You have a choice to sound smart on Twitter OR become rich enough to retire on time and comfortably. Choose wisely. ❤
Darius Dale47,836 görüntüleme • 9 ay önce
🚨BREAKING: KISS and Dr. Mo had a bad couple of weeks to close out November. Rather than pretend the ~2% drawdown they caused me and our clients to experience didn’t happen — or, worse, blame our members for “user error," like the arrogant fools in our industry do — we humbly addressed the bad outcome head-on in our latest Around the Horn webcast. Enjoy the education. I hope it blesses you on your (or your clients’) journey to retire on time and comfortably. 💜
Darius Dale34,397 görüntüleme • 6 ay önce
This Is Some Of The Best Advice You’ll Ever Receive As A Retail Investor I had the great pleasure of reconnecting with the amazing Maggie Lake yesterday for an informative discussion regarding our Paradigm C thesis. During the discussion, Maggie asked if our “Keep It Simple & Systematic” KISS Model Portfolio featured any other assets beyond Stocks, Gold, and Bitcoin. My answer may permanently alter the way you approach investing. If you insist on over-trading your account after watching this, just remember you can still participate in KISS with a portion of your portfolio. Just allocate x% to KISS to ensure that sleeve of your assets is maximizing upside capture in bull markets and minimizing downside capture in bear markets. You can have fun trading the residual.
Darius Dale51,048 görüntüleme • 10 ay önce
![The Macro Minute | July 1, 2025 In today's video, I answer the following questions: - Will Congressional infighting and negative headlines regarding its regressive impact derail the One Big [Ugly] Bill? - What are the long-term economic impacts of artificial intelligence? Watch it here:](https://image.24vids.com/tw-1940138339983585478/amplify_video_thumb/1940133334312529920/img/MYN904u6d44ZYYKM.jpg)
The Macro Minute | July 1, 2025 In today's video, I answer the following questions: - Will Congressional infighting and negative headlines regarding its regressive impact derail the One Big [Ugly] Bill? - What are the long-term economic impacts of artificial intelligence? Watch it here:
Darius Dale52,074 görüntüleme • 11 ay önce
