Now That We're In Reflation: Still Be Bullish, Just Not As

Now That We're In Reflation: Still Be Bullish, Just Not As Much | Darius Dale

Listen now

Description

When I last interviewed today's guest back in December, he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into 2024. And to give credit where credit is due, his positioning was spot on the money. The S&P 500 & NASDAQ both increased by 11% in Q1 So what is his model telling us to expect in Q2? To find out we'll ask the man himself. Today we have the good fortune of speaking with Darius Dale, founder & CEO of 42 Macro. Darius still maintains a bullish stance, but now that we've moved out of the "Goldilocks" regime and into "Reflation", the intensity of that stance is only moderate at this point. Follow Darius at https://42macro.com/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #reflation #inflation #bullmarket

More Episodes

See all »

John Hussman: It Sounds Nuts, But Stocks Could Crash 50-70%

There's an old saying on Wall Street that "no one rings a bell at the market top" This is why so many surprised investors got so badly burned when the DotCom and 2008 stock bubbles burst. But those who noticed the extreme market conditions beforehand, whose analysis of history convinced them...

Published 06/27/24

Too-High Cost Of Living Is Destroying Consumer Confidence | Joanne Hsu

If you listen to the politicians and the headlines, you'll hear a lot of talk about the "strong consumer" who is keeping the economy happily chugging along. But when we hear from actual consumers themselves, we hear a very different story. The majority of households are struggling under the...

Published 06/25/24

Thoughtful Money with Adam Taggart

Published 06/25/24