#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/@42Macro 0:00 Intro and welcome Darius Dale 0:30 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 imbalances 27:58 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