This Could Cause The Market To Bubble Sharply Higher | Darius Dale

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**Darius Dale** (1:00)
Because we ultimately have to figure out whether or not the Kevin Warsh Federal Reserve is going to look through these sticky inflation pressures. If they look through the sticky inflation pressures, let me slow down and say this, I want everybody to hear this appropriately. The stock market will bubble if they send a signal that they are going to ignore near to medium term inflation pressures. This is very similar to what happened in the late 90s.

**Adam Taggart** (1:31)
Welcome to Thoughtful Money. I'm Thoughtful Money Founder and your host, Adam Taggart. Welcoming you here for a discussion I'm very excited to have. We're joined by the great Darius Dale, founder of 42Macro, the Investment Research Service, perfect for DIY investors. Darius, how you doing, my friend?

**Darius Dale** (1:48)
Adam, it's such a great pleasure to be back with you, my friend. How you been? I'm doing well, how you doing?

**Adam Taggart** (1:52)
I've been good, but a lot has happened since we had you on at, I think the last time we were on was at our spring conference back in March. It's now almost June. Markets are definitely in a different place right now.
Lots to talk about. We'll go through all your slides and everything in a second because I know folks are very excited for that. Very quickly, I just want to note that I love to get you on the channel as often as we can. You're a man with a very busy schedule, a man of high demand, but we have worked it out that we are going to hopefully have you on with a bit of a greater cadence in the future here for folks. I want to let folks know that if I do my job right here, if you like this discussion today, it's great news because you're going to get more of them with Darius.

**Darius Dale** (2:33)
Yeah, I'm super excited for our partnership, Adam. It's been going great. We're just really, really grateful to be in front of your audience, educating something that you and I are both extremely passionate about. So yeah, we're going to try to make this as much as possible at monthly frequency, so that investors can keep up with where we are with respect to markets, and ultimately where we respect to some of our systematic processes.

**Adam Taggart** (2:55)
Great. Well, fantastic. Look, folks already know how highly I think of you and your work there, Darius. But one of the things I'm really excited about with our continued integration of our partnership is, as most folks who watch this channel know, I have financial advisors who Thoughtful Money endorses and they're on this channel with me every week. In fact, we're going to have some guys come on after the discussion here with you today.
They're there to really help people who do not want to be their own personal money managers. There's a lot of people out there who it's not what they want to do. They want to focus on the things that they're good at. They want to focus on earning their money or taking care of their family or just life in general. They want to outsource the money management to a smarter mind and have that person just be their financial quarterback. That being said, having surveyed this audience and been in communication with it for years, the majority of people who watch this, Darius, are actually DIY investors. They're folks that want to be their own personal financial quarterback.
Partnering with you gives us a solution to be able to direct those people towards. All the information, all the insights that you put together at 42Macro, I'm not even going to describe them here simply because you're going to walk through them. Your picture is going to be worth thousands of whatever words I could think of. But that compliment, you're really helping me compliment the need of the majority of this audience, I very much appreciate that.