The David Lin Report

Twin Deficit Crisis: 'This Is How You End Empires', Recession Imminent? | Darius Dale


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

The David Lin ReportBy The David Lin Report

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

37 ratings


More shows like The David Lin Report

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,072 Listeners

Sprott Money News by Sprott Money

Sprott Money News

148 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

359 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

262 Listeners

Rebel Capitalist News by George Gammon

Rebel Capitalist News

1,032 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

468 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,346 Listeners

ITM Trading Podcast by The Daniela Cambone Show and Taylor Made Economics

ITM Trading Podcast

75 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

373 Listeners

The Jay Martin Show by Jay Martin

The Jay Martin Show

71 Listeners

Forward Guidance by Blockworks

Forward Guidance

277 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

418 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

69 Listeners

Commodity Culture by Jesse Day

Commodity Culture

20 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

157 Listeners