The Macro Minute | January 30, 2025 In today's video, I answer the following questions: - Is AI inherently inflationary? - Could the decline in Chinese government bond yields be driven by the PBOC's use of "stealth" QE? You can watch it here:
42 Macro LLC
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Santa Monica，CA 799 位关注者
Transform your portfolio and make more informed investment decisions with 42 Macro's institutional-quality research.
关于我们
42 Macro is an online investment research provider that specializes in macro risk management through the dual lens of asset allocation and portfolio construction. Our mission is to provide institutional-quality investment analysis and education to individual and institutional investors around the world. We are committed to delivering unbiased, actionable insights that help our clients build better portfolios and make more informed investment decisions. Our mission is to provide unbiased, actionable insights that help our clients build smarter portfolios and make more informed investment decisions.
- 网站
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https://42macro.com/
42 Macro LLC的外部链接
- 所属行业
- 研究服务
- 规模
- 2-10 人
- 总部
- Santa Monica，CA
- 类型
- 个体经营
- 创立
- 2021
- 领域
- Asset Allocation、Portfolio Construction、Macroeconomic Cycles和Policy Impulses
地点
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主要
获取路线
US，CA，Santa Monica，90405
42 Macro LLC员工
动态
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How Will Trumponomics 2.0 Impact Investor Portfolios? Darius recently joined Charles Payne on Fox Business Network to discuss the potential impact of President Trump's economic agenda on asset markets, the importance of observing the market rather than predicting it, and more. If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio: https://lnkd.in/eFhKwsfq
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Darius' recent interview with Charles Payne on Fox Business Network is now live. They covered the potential impact of President Trump's economic agenda on asset markets, the importance of observing the market rather than predicting it, and more. You can watch the replay here:
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Will Risk Assets Crash In 2025 Like They Did In 1998? Darius recently joined Adam Taggart to discuss the likelihood of significant deficit reduction during President Trump’s administration, a potential global refinancing air pocket, and more. If you missed the interview, here are the two most important takeaways from the conversation that have significant implications for your portfolio: https://lnkd.in/dDd2S4pa
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Conditions Are In Place For Market Crash In 2025 Darius recently joined David Lin to discuss the impact of tariffs, the outlook for inflation, the role of gold in our KISS Portfolio Construction Process, and more. If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio: https://lnkd.in/dA3G-qX4
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This month's 42 Macro Pro to Pro interview with Joel Shulman Ph.D., CFA and Eva Ados from ERShares is now live. We explored ERShares' investment methodology, range of investment solutions, and more. You can watch the replay here: https://lnkd.in/eCnEFQEe