The Macro Minute with Darius Dale Podcast Por 42 Macro arte de portada

The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

De: 42 Macro
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The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.Copyright 2025 All rights reserved. Economía Finanzas Personales
Episodios
  • Is the Trump administration successfully renegotiating global trade?

    Is the Trump administration successfully renegotiating global trade?
    Jul 28 2025
    Darius breaks down the strategic implications of the Trump administration’s bilateral trade breakthroughs with the EU and Japan, and previews the critical third round of U.S.–China negotiations. He addresses a timely client question on the risks of a rising 10-year yield amid rate cuts and outlines how 42 Macro’s institutional-grade KISS and Dr. Mo frameworks are engineered to keep investors on the right side of market risk in this evolving Fourth Turning regime.
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    14 m
  • How will the “President Trump vs. Powell Fed” saga play out?

    How will the “President Trump vs. Powell Fed” saga play out?
    Jul 25 2025
    In today’s Macro Minute, Darius breaks down the accelerating Trump vs. Powell feud and what it means for markets, monetary policy, and your portfolio. As political pressure on the Fed intensifies, investors must grapple with the rising probability of asymmetric rate cuts and structural yield curve control. With the S&P 500 flashing crowding risk and the Fourth Turning backdrop growing more chaotic, Darius explains why monetary debasement assets and institutional-grade overlays—like KISS and Dr. Mo—are no longer optional. This episode outlines how to stay invested through regime change without getting whipsawed by volatility.
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    12 m
  • How is the global economy faring amid US trade policy uncertainty and the Trump tariff shock?

    How is the global economy faring amid US trade policy uncertainty and the Trump tariff shock?
    Jul 24 2025
    In this episode of the Macro Minute, Darius Dale breaks down why July’s global PMI data reinforces 42 Macro’s bullish thesis. He explains how upside surprises in growth, resilient labor markets, and deregulation tailwinds continue to support Paradigm C—even as tariffs re-enter the narrative. Plus, Darius addresses whether markets are underpricing short-term volatility from failed trade talks and Fed hesitation. This is a must-listen for investors navigating policy noise and positioning for durable upside.
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    9 m
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