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The Pomp Podcast

Will The K-Shaped Economy Destroy America? | Darius Dale

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.62K Ratings

🗓️ 25 June 2026

⏱️ 41 minutes

🧾️ Download transcript

Summary

Darius Dale is the founder and CEO of 42 Macro, a leading investment research firm. In this conversation, we break down what Kevin Warsh's Fed chairmanship means for monetary policy, the K-shaped economy creating historic affordability pain for millions of Americans, and why every investor must participate in asset markets to survive financial repression.

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  • 0:00 - Intro
  • 0:56 - Kevin Warsh & the new Fed
  • 10:27 - Energy prices & the consumer
  • 12:58 - The affordability crisis
  • 17:30 - Real cost of living (cars, diapers, groceries) 
  • 25:31 - Economic data & future outlook
  • 31:35 - Mag 7 & the AI CapEx bubble
  • 34:55 - Political instability & societal collapse

Transcript

Click on a timestamp to play from that location

0:00.0

Hi, I'm Rob Lowe, actor, podcaster, but most importantly, American.

0:05.0

And this summer, the US of A is going to show y'all how soccer is really done.

0:10.0

We're talking tailgate parties, half-time shows,

0:15.0

Fireworks in the freaking sky, baby.

0:18.0

Nah, you're all right, Mike. We'll just watch the actual game, thanks.

0:22.7

Yeah, America's gonna America this summer.

0:25.1

But one thing's for sure, nobody does football better than us.

0:28.2

Honeypower.

0:28.8

18 plus couple of air.org.

0:30.0

Your team just added its 67th AI tool and also your 67th security blind spot.

0:36.5

The good news, the Vantor agent works like a GRC engineer in the background,

0:41.3

finding every app your team uses, scoring the risk and drafting fixes for you.

0:46.3

Vanta is the platform used by over 16,000 fast-moving companies like Synthesia, Nandoz and Granola,

0:53.3

who are shaping the future with AI and staying ahead of

0:56.5

AI risk. Get started at Vanta.com. The job of the Fed is to boil us alive without us hopping out

1:03.9

of the pot. If we hop out of the pot, then we have financial stability concerns, and then we have

1:07.8

all sorts of issues that cause problems in the real economy and asset markets at the Fed. That will be worse than just having, you know, sticky above target inflation. And then we have all sorts of issues that cause problems in the real economy and asset markets at the Fed that will be worse than just having, you know, sticky above target inflation. And so, you know, this is the lesser of two evils in the context of the fiscal dynamics that we continue to highlight in the U.S. economy. What's going on, guys? Ted has got a great conversation with Darius Dale. He's here in person. We talk about what's going on at the Federal Reserve, Kevinarsh stepping into the leadership role, how you should think about inflation expectations in relationship to actual inflation. What does this mean for your portfolio, for public stocks, or how should you actually think about the impact of AI? On top of that, we dig into the affordability crisis that is hitting millions and millions of Americans. We talk about some anecdotal examples of exactly

1:44.8

what it means. I literally look up live, some prices of items that are going to shock you.

1:49.6

And Darius explains some of his life experience and where he's actually started to meet people

1:53.4

and what he's learned from them, all of that and much more in this conversation with Darius Dale.

1:57.5

All right, Darius, Kevin Wurst now is taking over the control of the Federal Reserve. He's the big dog at the central bank, and he seems to be want to run the place a little bit different. What's your take on his original press conference and kind of what he's doing differently than his predecessor? Yeah, look, before we even get started, man, I just want to say thanks for having me. Love this set. Man, and this studio is gorgeous. I feel like, I feel like

2:19.1

I'm part of history in here, man. So let's make some history today. I'll say, the first thing I'll

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