1. EachPod

Technical recession or actual recession?

Author
42 Macro
Published
Thu 03 Apr 2025
Episode Link
https://42macro.com/podcasts-macro-minute?id=e57d8391c75a4c5591bc250bf454d0d9&utm_campaign_id=podcast&content=mm_2025-04-03&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode

Darius explains how recent policy moves such as significant tariff hikes are pushing the US economy toward a real recession. In this podcast, he examines the implications of a 10% tariff on imports that could slash GDP growth, trigger inflation and heighten unemployment risk. He also details portfolio strategy adjustments—from shifting out of equities and Treasuries into cash, gold, and Bitcoin—to manage risk in a high-volatility, policy-driven environment, while addressing client concerns about retirement portfolio protection.

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