Darius Dale: Stocks Set To Soar MUCH Higher Than Investors Expect?

This recent 'raging bear' is now fully long the market

Of all the people I've interviewed since launching this Thoughtful Money channel, today's guest's portfolio management track record has been spookily accurate.

The last time I interviewed, which was back in mid-March, he had drastically reduced his long positions and declared himself "ragingly bearish".

And in the weeks that followed, the S&P plunged nearly 700 points to the post-Liberation Day lows.

So, how is he feeling about the markets now?

To find out, we'll ask the man himself. We're very fortunate to welcome back to the program Darius Dale, CEO of 42 Macro—a top Wall Street leading macro forecasting and market timing service.

Darius thinks that current economic growth estimates are far too low and that, as a result, stocks will be forced to reprice higher as an 'explosive' bull market is born.

For a firehose of charts explaining why, click here or on the video below:

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Adam’s Notes: Darius Dale (recorded 6.18.25)

EXECUTIVE SUMMARY:

• Bullish Market Outlook: Darius Dale predicts an explosive bull market in risk assets (stocks, gold, Bitcoin) within a year, driven by underestimated growth expectations and policy clarity.

• KISS Model Success: The Keep It Simple and Systematic (KISS) model, fully invested since April 2025, delivers 24% annual returns with 12% drawdowns, outperforming 60/40 portfolios (10% return, 22% drawdown).

• Fourth Turning Thesis: A growing Treasury supply-demand imbalance, fueled by $136T U.S. debt and $2-3T deficits, positions stocks, gold, and Bitcoin as defensive assets in a volatile, high-return era.

• Growth Upside Risks: Dale expects growth to surprise to the upside in H2 2025, with