Darius Dale

Happy Thursday out there, Team 42.

It's your skipper here, Darius Stout, to present our Macro Minute for Thursday, October 22nd, 2026.

Hope everyone's having a great week.

So as always, we'll start with the executive summary from today's lead-off morning note, so let's dive right in.

Happy Wednesday out there, Team 42.

It's your skipper here, Darius Dollar, to present our Macro Minute for Wednesday, October 21st, 2026.

As always, we'll start with the executive summary from today's lead-off morning note, so let's dive right in.

Today, what did we learn today that will likely have the greatest impact on your portfolio? Is the SpaceX results and the Anthropic S1 filing challenged the durability and severity of the current risk-off inflation market regime? What key macro data or policy signal supported our active themes or consensus expectations? Earlier reported from Q3 earnings season and Anthropix historic capital commitments to secure compute are supportive of our view that the US is in the early innings of a corporate profit boosting productivity boom.

Our jobless recovery theme is calling for explicitly calling for the stock market to permanently detach itself from the economy, at least until we start to see the political cycle change in a paradigm.

So wrap it up there.

Darius Stowe here presenting our macro minute for Wednesday, October 21st, 2026.

Best of luck out there today.

It was amazing.

We had Lacey Hunt, Jan Van Eck, Neil Howe, Fred Hickey, Ed Dowd, Mike Green, Mark Newton, Stephanie Pomboy, and Grant Williams, Darius Dale, Michael Howe, Melody Wright talking about real estate, Michael Every, Tavi Costa, Andy Schectman, Brent Johnson, David Hay, Daniel DiMartino Booth, Jeff Clark, and me.

You can learn more all, all, uh, learn more all about them and what they presented at, um, at that thoughtfulmoney.com/replay link I mentioned.

And lastly, I'll just mention just a couple, but, um, at the end of the conference, uh, we ask everybody for their honest feedback.

Happy Wednesday out there, Team 42.

It's your skipper here, Darius Dale, to present our Macro Minute for Wednesday, October 14th, 2026.

Hope everyone's having a great week.

So as always, we'll start with the executive summary from today's lead-off morning note.

Happy Tuesday out there, Team 42.

It's your skipper here, Darius Zell, to present our Macro Minute for Tuesday, October 13th, 2026.

Great to be back.

So, as always, we'll start with the executive summary from today's lead-off morning notes, so let's dive right in.

We'll have technical analyst Mark Newton.

We'll have Stephanie Pomboy, Darius Dale, Michael Howell talking about liquidity, Grant Williams, Melody Wright on real estate, Michael Every there for, uh, geopolitics.

Tavi will be going through his-- Tavi Costa will be going through his top commodity pick stocks.

Andy Schectman on gold.

Happy Monday out there, Team 42.

It's your skipper here, Darius Dowd, to present our Macro Minute for Monday, October 5th, 2026.

Hope everyone had a great weekend.

So as always, we'll start with the executive summary from today's lead-off morning note, so let's dive right in.

Doesn't mean you need to round them by private credit, but just be understanding of kind of how to contextualize this risk a little bit better than the newspapers are tickling your amygdala about.

We'll wrap it up there.

Darius Day here presenting our Macro Minute for Monday, October 5th, 2026.

As the question implies, I'm going to be gallivanting throughout Europe this week.

Treasury Secretary Scott Besson and the chairman of the new Federal Reserve, Kevin Warsh, of what they're calling the Treasury Accord 2.0, where they're going to use the calamity in the system right now to create a new one.

Darius Dale breaks this down, and it might be complex, but you got to get through it because this is what's going to set the backdrop for why Bitcoin goes up in 2027.

I just want to press you on something, though, because we've been watching high-yield credit spreads.

Triple C, for example, that's sort of the first level within the junk category.

quickly for our audience at home who maybe feels overwhelmed they just want to know do i buy equities or not is this a good time or not in the face of these rising bond yields your quick answer to that question

stocks gold and bitcoin will be significantly higher in price by the end of 2027. they're probably going to be lower in price by the end of 2026. do with that what you must

Darius Dale, we will.

We heed your advice.