Macro strategist Darius Dale returns to Excess Returns with a deep dive into the seismic shifts shaping markets today. From the implications of the Fourth Turning to the systemic risks of fiscal dominance, Dale shares how he’s helping investors stay on the right side of market risk using quantitative tools and macro in

Darius Dale is the Founder & CEO of 42Macro. In this conversation we talk about why bitcoin, gold, and stocks will continue to win, Elon Musk & DOGE, spending bill, China, and how markets across the world are reacting. ======================== BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement acco

Darius Dale is the Founder & CEO of 42Macro. In this conversation we talk about global liquidity, what’s going on with inflation expectations, why the government may be taking the market for a foundation of strength, and how this impacts asset prices. ======================= The future is being built today and the futu

Darius Dale is the Founder & CEO of 42Macro. In this conversation we talk about tariffs, impact on global liquidity, how asset markets and stock prices are reacting, DOGE cutting government spending, and the impact of artificial intelligence.  ======================= BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies

Darius Dale is the Founder & CEO of 42Macro. In this conversation we talk about a strong US dollar, impact on stocks, bitcoin, many other assets, why international investors own so much of US assets, and what could possibly happen if they decide to sell.  ======================= Xapo Bank, the world’s first fully licen

Darius Dale is the Founder & CEO of 42Macro. In this conversation, we talk about Secretary Yellen’s hawkish tone on quarterly refunding announcement, liquidity dynamics, impact of decision to flood the market with bills, rising inflation, asset prices, and future macroeconomic outlook leading up to the election.  =====