About this episode
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. ====================== Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan ( https://www.figuremarkets.co/pomp ), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. ====================== DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana’s growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at SolanaTo10K.com . ====================== 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