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Darius Dale, Founder of 42 Macro, explains his forecast for a W-shaped market correction in 2025, warning about the risks of the U.S. twin deficit crisis and recommending defensive positioning with significant allocations to gold and cash. Watch the last interview with Darius: https://www.youtube.com/watch?v=1pFkyAevW8M*This video was recorded on April 29, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DARIUS DALE: 42 Macro: https://42macro.com/ X (@DariusDale42): https://x.com/DariusDale42 FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:25 - Allocation update5:52 - Fiscal timing9:35 - Recession explanation18:02 - Credit defaults and shorting20:44 - Retail investing23:13 - KISS Portfolio28:25 - Capital outflow35:55 - View of the dollar39:40 - Deficits43:43 - DOGE cuts48:15 - W-shaped Market in a U-shaped Economy#economy #investing #stocks
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Darius Dale, Founder of 42 Macro, explains his forecast for a W-shaped market correction in 2025, warning about the risks of the U.S. twin deficit crisis and recommending defensive positioning with significant allocations to gold and cash. Watch the last interview with Darius: https://www.youtube.com/watch?v=1pFkyAevW8M*This video was recorded on April 29, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DARIUS DALE: 42 Macro: https://42macro.com/ X (@DariusDale42): https://x.com/DariusDale42 FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:25 - Allocation update5:52 - Fiscal timing9:35 - Recession explanation18:02 - Credit defaults and shorting20:44 - Retail investing23:13 - KISS Portfolio28:25 - Capital outflow35:55 - View of the dollar39:40 - Deficits43:43 - DOGE cuts48:15 - W-shaped Market in a U-shaped Economy#economy #investing #stocks
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