#251 Darius Dale: Wall Street Is Still In Charge — Did Trump Abandon Main Street Already?

Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, returns to The Julia La Roche Show for episode 251 to discuss Trump, tariffs, and the risks facing the markets and the economy.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links: 42 Macro https://42macro.com/ Darius on X/Twitter: https://x.com/dariusdale42 42 Macro on X/Twitter: https://x.com/42macro 42 Macro on YouTube: https://www.youtube.com/@42Macro0:00 Intro and welcome Darius Dale0:30 Quick update on Wednesday morning with Darius onTrump's Wall Street pivot 11:29 Original interview begins:12:43 Core research themes: Sticky inflation and resilient economy 18:09 Treasury market dynamics and foreign ownership concerns 21:24 American exceptionalism and international investment imbalances27:58 Discussion of technical recession outlook 31:24 Detailed recession forecast and Fed response predictions 33:38 Labor vs capital distribution shifts over generations 37:52 Balance of payments crisis risks and twin deficit implications 43:03 KISS systematic investment strategy explained 50:57 Gold outlook and bond market analysis 54:37 Closing thoughts