Darius Dale is the Founder & CEO of 42 Macro. In this conversation, we break down the growing divisions inside the Federal Reserve, the real odds of a December rate cut, and who may lead the Fed next. Darius explains how Fed policy is moving asset prices in every direction and why markets are pricing something very different from what the Fed is saying.

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Timestamps:

• 0:00 – Intro

• 1:28 – Why the Federal Reserve is deeply divided

• 6:18 – Structural changes reshaping the US economy

• 9:40 – Will the market force the Fed to cut rates?

• 13:17 – The K-shaped economy: who’s in recession?

• 19:29 – Markets at risk: positioning signals flashing red

• 22:31 – What the KISS model says about bitcoin