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/supportElection Uncertainty To Cause Market Correction By Summer? | Lance Roberts & Adam Taggart
Yep, Stocks Are Back In A Bubble | Jonathan Treussard
'Higher For Longer' Inflation To Upend Markets, Create Opportunities | Tavi Costa
Gold, Not Stocks, Will Be The Best Asset As The Global Debt Crisis Unfolds | Egon von Greyerz
Blackout Of Stock Buybacks Threatens Bullish Run | Lance Roberts & Adam Taggart
Reaction to This Week's Federal Reserve Announcement & Press Conference | Axel Merk
Here's The Latest Outlook From Lacy Hunt, Stephanie Pomboy, Michael Pento + A Dozen Other Experts
Bill Fleckenstein: Bulls May Find Themselves "Up To Their Neck In Alligators" Soon
No Doubt About It: Stock Prices Remain Very Stretched Here | Lance Roberts & Adam Taggart
It's All About To Crash | David Stockman
Don't Fool Yourself: Higher Rates WILL Bring Pain To The Credit Markets | Alf Peccatiello
Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell
'Juggernaut' Rally Ripe For A Correction | Lance Roberts & Adam Taggart
Over-Leveraged Consumers & Corporations Pose The Biggest Threat To the Economy | Neely Tamminga
Ebbing Fiscal Stimulus To Cause Economic Slowdown? | Chance Finucane
The Coming Year Will See Recession & A Major Correction In Stocks | Gordon Long
Stock Rally 'Extremely Long In The Tooth' | Lance Roberts & Adam Taggart
Returning Inflation Is Putting The Fed In A Tough Spot | Truflation's Oliver Rust
Markets Are In A "Speculative Blowoff", But When Will It End? | David Hay
Unaffordable Housing Market Still Due To Correct By 30-40% | Nick Gerli
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