Hello everyone, I’m Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success.
Today I’m delighted to welcome Darius Dale, Founder of 42 Macro. 42 Macro is an investment research firm offering institutional-grade macro risk management frameworks and processes priced for the retail investor.
Prior to 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management. Here Darius focused among other things on the firm’s economic outlook and associated investment strategy views as the Sector Head of the Macro team. Darius joined Hedgeye after graduating from Yale and worked there for ~12 years.
In this interview, you’ll hear Darius’s strategic updates post the FED fund rate meeting last week. We’ll cover his views on global growth, inflation, the US dollar, interest rates, and how these macro variables are likely to affect assets such as equities, bonds, crypto, and more. We also wrap up the session by digging into Darius' data-driven 42 macro models that he uses to assess the markets.
Enjoy
42macro.com
@42macroDDale
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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