Darius Dale, Founder and CEO of 42 Macro, puts a date on the end of the cycle and offers to guarantee it. His case is that labor versus capital sits at an extreme last seen in the 1920s and early 1930s, right before the New Deal, and that if AI keeps reducing the need for labor then redistributive politics arrive on a schedule. Michael Monaghan of Founder ETFs argues elections are close to irrelevant once you zoom out far enough. Then Mark Newton of Fundstrat gets to the same year from charts.
Watch the full episode: https://youtube.com/live/jKmxb7VTxdU
Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance, hosted today by Nancy Tengler.
Timestamps
0:00 “This market cycle will not survive 2028”
1:18 Labor versus capital, and the last time it looked like this
3:10 Where a technician is putting money right now
4:35 Why the tech selloff is not the signal
6:32 A second route to the same year
7:50 “The most market risk I’ve seen in my career”
#StockMarket #2028Election #AICapex #MarketHang #YahooFinance
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