Episodios

  • What does the December Jobs Report signal about the rising probability of UBI?

    What does the December Jobs Report signal about the rising probability of UBI?
    Jan 9 2026
    Today’s Macro Minute examines what the December Jobs Report reveals about a jobless recovery, AI-driven labor displacement, and why slowing wage growth may be accelerating the path toward income redistribution.
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    10 m
  • Is the US labor market still deteriorating?

    Is the US labor market still deteriorating?
    Jan 7 2026
    Today’s Macro Minute examines whether the U.S. labor market continues to weaken, unpacks mixed signals from recent labor and ISM data, and explains why managing volatility and sequence risk matters more than long-term valuation averages.
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    12 m
  • Why should investors care about Venezuela?

    Why should investors care about Venezuela?
    Jan 6 2026
    Darius breaks down how a potential revival of Venezuela’s oil industry could pressure inflation via lower energy prices, reinforcing Paradigm C. He also discusses persistent repo market stress and why it increases the odds of further Fed balance sheet support.
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    12 m
  • Will Wall Street catch up to Main Street in performance terms in 2026?

    Will Wall Street catch up to Main Street in performance terms in 2026?
    Dec 31 2025
    As 2025 comes to a close, today’s Macro Minute examines whether Wall Street can finally catch up to Main Street in 2026, why traditional managers continue to underperform, and how KISS is built for the next regime.
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    12 m
  • Is now a good time to buy or sell a home?

    Is now a good time to buy or sell a home?
    Dec 30 2025
    Today we examine the U.S. housing market outlook, highlighting why both supply and demand are set to rise, how shelter inflation is evolving, and what it means for Fed policy and portfolio construction.
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    10 m
  • Has the secular bear market in stocks begun already?

    Has the secular bear market in stocks begun already?
    Dec 29 2025
    Markets are pushing higher—but is the secular bear already lurking beneath the surface? In today’s Macro Minute, Darius explains why trying to time that transition can be far more dangerous than staying systematic, and why risk management, not prediction, is the edge.
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    11 m
  • Is Treasury Secretary Bessent right about the future of the Fed?

    Is Treasury Secretary Bessent right about the future of the Fed?
    Dec 24 2025
    The rules of monetary policy are changing. In today’s Macro Minute, Darius walks through why Fed reform is accelerating, what fiscal dominance means for investors, and why gold is emerging as the superior alternative to bonds.
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    7 m
  • Is the US growth cycle helping or hurting the 42 Macro Paradigm C bull market?

    Is the US growth cycle helping or hurting the 42 Macro Paradigm C bull market?
    Dec 23 2025
    The message from today’s Macro Minute is clear: U.S. growth remains the dominant force driving markets higher. Darius explains how recent GDP, CapEx, and industrial data reinforce the Resilient U.S. Economy and Paradigm C themes, why consensus growth estimates remain far too low, and how accelerating productivity supports a bullish outlook for corporate profits despite ongoing labor market softness.
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    14 m
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