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
How is the global economy faring amid US trade policy uncertainty and the Trump tariff shock?
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 …
00:08:53 |
Thu 24 Jul 2025
Are markets adequately pricing in regime change at the Fed, part III?
In today’s Macro Minute, Darius tackles the ongoing question: Are markets adequately pricing in regime change at the Fed? He breaks down intensifying political pressure on Jerome Powell, the growing …
00:10:03 |
Tue 22 Jul 2025
How is Q2 earning season shaping up thus far? What is the key risk of Japan’s LDP losing its seven-decade stranglehold on Japanese parliament?
In today’s Macro Minute, Darius Dale breaks down a strong start to Q2 earnings season and unpacks why 42 Macro still expects the Fed to cut rates despite resilient headline data. He explains how Trum…
00:10:06 |
Mon 21 Jul 2025
Are markets adequately pricing in regime change at the Fed?
Darius breaks down the Fed regime shift taking shape as Trump insiders float ultra-dovish replacements for Powell. He explains how this fuels right-tail risk for assets and downside for the dollar. P…
00:10:41 |
Wed 16 Jul 2025
Are tariffs showing up in the inflation data?
Tariffs are starting to show up in CPI, while inflation remains sticky—just as 42 Macro forecasted. Darius unpacks the latest data, explains why no upside surprises means limited market risk, and hig…
00:09:20 |
Tue 15 Jul 2025
Is Bitcoin’s US-policy-driven breakout to a fresh all-time high supported by global liquidity dynamics?
Bitcoin breaks to new highs, but is the rally built to last? Darius Dale explores the policy-driven surge in crypto, a fresh wave of global liquidity from China, and the deepening stress in global bo…
00:10:23 |
Mon 14 Jul 2025
What Matters More—Tariff Negotiations or Treasury Auctions?
In today's episode, Darius breaks down the market implications of President Trump’s sweeping tariff threats and the brewing pressure in global bond markets. With a delayed August 1st implementation w…
00:08:12 |
Tue 08 Jul 2025
Are investors too complacent about Wednesday's reciprocal tariff deadline?
Darius kicks off the week with a sharp take on why investors shouldn’t overreact to tariff headlines, political shakeups, or Tesla’s pullback. He unpacks how wealth concentration, structural inequali…
00:12:04 |
Mon 07 Jul 2025
Is the US labor market still resilient?
In today's Macro Minute, Darius unpacks the July jobs report and shares 10 key takeaways affirming the resilience of the U.S. labor market and the durability of the U-shaped economy. He connects thes…
00:15:29 |
Thu 03 Jul 2025
![Will hardliners in the House tank the One Big [Ugly] Bill?](https://podcasts.42macro.com/MM/2025-07-02/cover.png)
Will hardliners in the House tank the One Big [Ugly] Bill?
In today's video, Darius unpacks why investors should fade congressional noise and focus on structural drivers in Paradigm C. He also answers a key client question: Where are interest rates headed? F…
00:14:59 |
Wed 02 Jul 2025
![Will Congressional infighting and negative headlines regarding its regressive impact derail the One Big [Ugly] Bill?](https://podcasts.42macro.com/MM/2025-07-01/cover.png)
Will Congressional infighting and negative headlines regarding its regressive impact derail the One Big [Ugly] Bill?
Darius returns with a high-impact breakdown of July’s opening market risks. From the Senate’s internal GOP battles over the $3.3T One Big Ugly Bill to Trump’s public feud with Elon Musk, this episode…
00:11:27 |
Tue 01 Jul 2025
Should investors sell now and raise cash due to the US entering the Israel-Iran war?
In today’s Macro Minute, Darius addresses whether investors should sell risk assets in response to escalating U.S.–Iran tensions. He explains why geopolitical shocks rarely warrant de-risking in isol…
00:13:06 |
Mon 23 Jun 2025
How will markets respond to the stagflationary shocks of the US potentially joining the Israeli-Iran war and pending section 232 tariffs? Will the Fed kick start a chain reaction that accelerates de-dollarization today?
Darius Dale breaks down the market implications of rising stagflationary risks—including U.S. military posturing in the Middle East and the Trump administration’s pending Section 232 tariffs. He also…
00:07:45 |
Wed 18 Jun 2025
Is it time to buy protection? Did the BOJ cave to Japanese government bond vigilantes?
In today’s Macro Minute, Darius Dale tackles two key questions: Is it time to buy protection, and did the BOJ just cave to bond market pressure? He breaks down market reaction to Trump’s early G7 dep…
00:12:13 |
Tue 17 Jun 2025
How should investors contextualize and respond to mounting geopolitical instability?
Darius Dale breaks down how investors should respond to rising geopolitical instability, including the Israel-Iran conflict, potential U.S. involvement, and implications for Treasury markets. He also…
00:08:49 |
Mon 16 Jun 2025
Does the prospect of total war in the Middle East mean you should sell now and raise cash?
As tensions escalate in the Middle East, Darius Dale breaks down why 42 Macro’s systematic frameworks still favor staying invested. He explains why gold—and not Treasuries—is the superior defensive a…
00:13:04 |
Fri 13 Jun 2025
Are foreign investors about to start dumping Treasuries again?
In today’s Macro Minute, Darius Dale tackles the rising fear of foreign investors dumping U.S. Treasuries and explains why that risk is overstated—for now. He walks through the real math behind the e…
00:12:52 |
Thu 12 Jun 2025
Which is a bigger upside risk for risk assets—US-China trade negotiations, the advent of a “Shadow Fed”, or Elon Musk kowtowing to Trump?
In today’s Macro Minute, Darius Dale breaks down the bullish implications of the revived U.S.-China trade framework, the emergence of a “shadow Fed” under Trump’s reported Fed Chair pick, and why Elo…
00:12:46 |
Wed 11 Jun 2025
Is the US-China trade dispute about to materially disrupt the tech sector?
In today’s Macro Minute, Darius Dale dissects the escalating US-China trade tensions and their implications for tech and AI sectors. Despite geopolitical noise, he argues the AI trade still has room …
00:08:29 |
Tue 10 Jun 2025
How should investors respond to Trump breaking up with Elon Musk, mentally replacing Jay Powell, and kowtowing to President Xi?
In this episode, Darius Dale unpacks the market implications of President Trump’s escalating tensions with Elon Musk, his signals to replace Fed Chair Powell, and the renewed U.S.–China trade negotia…
00:05:51 |
Mon 09 Jun 2025
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