Thoughtful Money with Adam Taggart
Business:Investing
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/
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#reflation #inflation #bullmarket
--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/supportTed Oakley: A Bear Market WILL Happen
Jim Grant: Inflation & Interest Rates Are More Likely To Rise Than Fall In The Years Ahead
Near -Term Sell Signal Triggered For Stocks | Lance Roberts & Adam Taggart
Are Car Prices Headed Down? | Yossi Levi
Should We Be More Worried About A Social Breaking Point Than A Financial One? | Peter Atwater
Tom McClellan: These Decades-Long Correlations All Predict A Major Market Sell-Off Later This Year
Extended, Overbought Market Likely To "Cool Its Heels" Soon | Lance Roberts & Adam Taggart
Bull Market In Gold Still In Early Innings | Ronnie Stoeferle
Wait...Interest Rates Cuts Will Be MORE Restrictive Than Hikes? | Cameron Dawson
10 Million Prime-Age Adults Giving Up On Work | Nicholas Eberstadt
Stocks Zoom Back To All-Time Highs. Will They Stick? | Lance Roberts & Adam Taggart
Hey Investors: Stocks Fall When The Fed Starts Cutting Rates, Says History | Danielle Park
Big Money Buying Up Our Homes Is "Never Going To Stop" | Ken McElroy
Stephanie Pomboy: The "Spent Up & Lent Up" Consumer Is Tapped Out
Stocks May Cool Off For A Bit After Best Week Of 2024 | Lance Roberts & Adam Taggart
The Big Short 2.0: Are $Trillions Of New Loans About To Be Pumped Into The Housing Market? | Melody Wright
David Rosenberg: Is A Jobs Shock About To Hit?
The Days Of Easy Returns Are Over As Volatility Resumes | Simon White, Bloomberg
Geopolitics & Investing Will Be A LOT More Complicated From Here On | Michael Every, Rabobank
Buy Signal Triggered As Market Action Starting To Favor The Bulls | Lance Roberts & Adam Taggart
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