The Macro Minute with Darius Dale
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.
- Update frequency
- every day
- Average duration
- 8 minutes
- Episodes
- 202
- Years Active
- 2024 - 2025
Is the US Labor Market About to Implode?
Darius breaks down why a weak jobs report reinforces the soft landing view — and opens the door for a 50bps “catch-up” cut on September 17th. He unpacks how KISS and Dr. Mo keep investors positioned …
00:10:54 |
Fri 05 Sep 2025
Will the global bond selloff end our Paradigm C bull market?
Today, Darius Dale explores why the current global bond sell-off won’t derail the Paradigm C bull market over a medium-to-long-term time horizon. With deficits growing, Fed independence eroding, and …
00:09:42 |
Wed 03 Sep 2025
Will legal checks and balances fuel more Paradigm C upside?
In today's Macro Minute, Darius returns to explore whether legal checks on President Trump’s agenda could extend the Paradigm C rally. With recent court rulings slowing tariffs and immigration crackd…
00:08:52 |
Tue 02 Sep 2025
Is investor consensus adequately positioned for regime change at the Fed?
Darius Dale explains why investors are unprepared for regime change at the Fed. With real short rates headed lower and yield curve control looming, the playbook is shifting: risk assets and gold have…
00:11:42 |
Tue 26 Aug 2025
Will NVIDIA earnings and/or the July PCE Report disrupt or truncate our Paradigm C bull market?
Darius Dale breaks down why NVIDIA earnings and the July PCE report are the week’s pivotal catalysts. With crowded bullish positioning at February highs, markets face left-tail risks if AI enthusiasm…
00:08:13 |
Mon 25 Aug 2025
How are tariffs impacting the US economy, part III?
Darius Dale breaks down the first full week of the reciprocal tariff regime, with July Retail Sales and Industrial Production reinforcing 42 Macro’s U-Shaped Economy thesis. He explains why inflation…
00:13:23 |
Fri 15 Aug 2025
How are tariffs impacting the US economy, part II? What’s the latest regarding global liquidity?
In today's Macro Minute, Darius unpacks the latest on tariffs, sticky inflation, and global liquidity trends. He explains why the Fed’s delay in cutting rates remains a key short-term headwind and wh…
00:08:33 |
Thu 14 Aug 2025
What’s the latest regarding US fiscal policy and US Treasury net financing policy dynamics?
Darius Dale breaks down the latest U.S. fiscal and Treasury financing dynamics—why tariffs won’t meaningfully cut the deficit, how Paradigm C is fueling bull markets in stocks, gold, and Bitcoin, and…
00:06:32 |
Wed 13 Aug 2025
How are tariffs impacting the economy thus far?
Today, Darius breaks down July’s CPI data, the impact of Trump’s tariff regime, and why the Fed’s reaction function still risks compounding policy mistakes. We discuss how small business sentiment, g…
00:12:01 |
Tue 12 Aug 2025
Can the market continue looking through adverse trade policy outcomes?
Darius breaks down whether markets can keep looking past adverse trade policy outcomes after Nvidia and AMD’s unprecedented export-license deal with the U.S. government. We explore what it signals fo…
00:07:03 |
Mon 11 Aug 2025
Are markets adequately priced for regime change at the Fed, part IV? Should 401(k)s be exposed to alternative assets?
President Trump advances his Fed reshuffle and opens the door for 401(k) access to alternatives. In today’s Macro Minute, Darius Dale breaks down the implications of Waller and Miran’s rise, the infl…
00:12:47 |
Fri 08 Aug 2025
How will POTUS reshape the Fed? How should investors gauge the impact of tariffs?
President Trump’s tariffs are live, Fed regime change is looming, and investors are being forced to capitulate into Paradigm C. In today’s Macro Minute, Darius Dale unpacks why structurally higher no…
00:14:51 |
Thu 07 Aug 2025
Will POTUS truncate the Powell Fed’s fifth major policy mistake?
In today’s Macro Minute, Darius Dale breaks down why the Fed’s latest move may mark its fifth major policy mistake under Chair Powell. With ISM Services data softening and supercore inflation slowing…
00:10:52 |
Wed 06 Aug 2025
How is corporate America weathering the trade policy uncertainty storm?
Darius Dale unpacks why Q2 earnings are crushing expectations and what it means for the Paradigm C thesis. He explains how AI, deregulation, and a weaker dollar are driving upside risks—and why incom…
00:11:33 |
Tue 05 Aug 2025
Should POTUS fire Powell to correct yet another policy mistake?
Today, Darius tackles whether President Trump should replace Fed Chair Jerome Powell amid rising fears of another policy mistake. He outlines Powell’s track record, the risks to markets, and why a mo…
00:10:09 |
Mon 04 Aug 2025
Is the Fed making another policy mistake?
Darius Dale breaks down why the Fed’s latest stance could mark yet another policy mistake—risking tighter financial conditions in a U-shaped economy that still supports rate cuts. He explains the imp…
00:07:53 |
Fri 01 Aug 2025
Is the US Treasury still contributing to our bullish Paradigm C theme? Is our three-year-old Resilient US Economy theme still valid?
In today's episode, Darius unpacks the Treasury’s Q3 refunding, Q2 GDP, and labor hoarding dynamics—reinforcing 42 Macro’s bullish Paradigm C view. He also fields a client question on the coming fisc…
00:09:40 |
Wed 30 Jul 2025
Will Mag-7 earnings interrupt our Paradigm C party? Will the US Treasury’s debt issuance plans interrupt our Paradigm C party?
Darius Dale breaks down whether MAC7 earnings and Treasury issuance will derail the Paradigm C bull market. Today’s episode explores the power of disciplined allocation, the illusion of valuation lim…
00:14:24 |
Tue 29 Jul 2025
Is the Trump administration successfully renegotiating global trade?
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 a…
00:14:01 |
Mon 28 Jul 2025
How will the “President Trump vs. Powell Fed” saga play out?
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, in…
00:12:17 |
Fri 25 Jul 2025
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