Episode Details

Darius explains why 42 Macro’s stock market bubble thesis remains firmly intact, with the Productivity Boom, Jobless Recovery, Resilient U.S. Economy, and “Run It Hot” policy regime creating one of the most bullish growth backdrops in history. He also discusses how an extension of Bessent’s Bridge and eventual Fed yield curve control could accelerate the transition toward Paradigm D, or “Default via Debasement.”