Episode 84: A 25 Basis Pt. Cut & More To Come? With Darius Dale.

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Maggie Lake Talking Markets

Mags

153 episodes

4 days ago

Maggie Lake breaks down all the daily market action with the best minds in finance. Join us after the US market close each day for smart conversation that will help you understand this complex investing landscape and build wealth without losing your sanity. If you want knowledge, civility, karaoke and the occasional cocktail recommendation, you've come to the right place.

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Episode 84: A 25 Basis Pt. Cut & More To Come? With Darius Dale.

Maggie Lake Talking Markets

32 minutes 27 seconds

1 month ago

Episode 84: A 25 Basis Pt. Cut & More To Come? With Darius Dale.

It’s Fed day, and to the surprise of almost no one, the Fed just announced a 25bps rate cut and signaled that more are in the mail before year end. Darius Dale, founder and CEO of 42 Macro, joins Maggie Lake to break down today’s decision, what it means for stocks, bonds, gold, and the dollar. They also cover what the move could signal for policy in the months ahead, how traders are positioned, and where the biggest risks and opportunities lie.For more from Darius: https://42macro.com/To hear Juliette Declercq's full interview go to: https://open.substack.com/pub/themark...You can also get a 20% special offer on JDI Research here: https://www.jdiresearch.com/Connect with us on Twitter: https://x.com/the_markethouseConnect with us on Substack: https://themarkethouse.substack.com/

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.00:00 - Fed Day Kickoff: Is Powell Striking the Right Balance?01:05 - Jerome Powell and the 2% Inflation Target Debate02:46 - Monetary Debasement: Are We Frogs in Boiling Water?03:55 - Surprising Fed Unity and the Dot Plot Shift05:35 - Economic Case for Lower Rates & Fiscal Dominance08:30 - Youth Unemployment, AI, and a Lost Generation of Jobs10:41 - Fourth Turning: Fed Politics, Inequality & Social Risks12:33 - Bond Yields, AI, and the Future of Employment16:06 - Fed’s Tightrope: Inflation, Debt, and Global Capital Flows18:16 - Stock Market Outlook: Corrections vs. Long-Term Growth20:00 - Smarter Investing: Gold, Bitcoin & Portfolio Strategy26:04 - Small Caps, Financials, and Sector Opportunities Ahead