Darius Dale, Founder of 42 Macro, discusses what will happen to markets during a "Fourth Turning" and what investors can expect.

*This video was recorded on October 8, 2024

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00:00 - Intro & Market Overview

01:23 - Risk Factors for Markets

02:30 - U.S. Economic Resilience

03:50 - Liquidity & Fed’s Dovish Stance

05:00 - Trump vs. Harris: Impact on the Dollar

06:50 - Tariffs & Inflation: The Real Story

08:13 - Populism & Inflation Risks

10:00 - The Fourth Turning Explained

12:30 - Fiscal Support & Market Impact

16:00 - Medium-Term Bullish Outlook

18:20 - Geopolitical Conflicts & Market Response

23:50 - U.S. Liquidity Situation Deep Dive

29:30 - Bitcoin & Currency Debasement

38:30 - Bullish Sectors & S&P 500 Outlook

42:00 - Final Thoughts on the Fourth Turning

#economy #investing #stocks