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

EPISODE · Apr 14, 2024 · 1H 18M

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

from Thoughtful Money with Adam Taggart · host Adam Taggart | Thoughtful Money

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

What this episode covers

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

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

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Frequently Asked Questions

How long is this episode of Thoughtful Money with Adam Taggart?

This episode is 1 hour and 18 minutes long.

When was this Thoughtful Money with Adam Taggart episode published?

This episode was published on April 14, 2024.

What is this episode about?

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...

Can I download this Thoughtful Money with Adam Taggart episode?

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