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
Why won’t Wall Street stop fighting our ~3yr-Old “resilient US economy” theme?
In today’s Macro Minute, Darius breaks down why Wall Street keeps fighting the resilient U.S. economy despite consistently strong data. He explains how private sector balance sheets, labor hoarding, …
00:08:31 |
Fri 06 Jun 2025
Will the one big, ugly bill survive Senate scrutiny?
Markets are digesting the political theater surrounding the “One Big Ugly Bill” as bipartisan brinksmanship ramps up. Despite high-profile opposition—from Elon Musk to fiscal hawks in the Senate—our …
00:13:47 |
Wed 04 Jun 2025
Which asset class(es) does the Trump administration want you to invest in?
In this Macro Minute, Darius Dale examines which asset class the Trump administration is implicitly encouraging investors to favor. He highlights the OECD's sharply downgraded 2025 growth and inflati…
00:15:54 |
Tue 03 Jun 2025
Are markets too sanguine regarding the strategic decoupling of the US and China?
In this episode, 42 Macro analyzes the key macro question of whether markets are underestimating the risks of strategic U.S.–China decoupling. Their outlook remains anchored in Paradigm C, reinforced…
00:07:12 |
Mon 02 Jun 2025
Are asset markets sleepwalking into a turbulent summer?
In this Macro Minute, Darius Dale addresses whether markets are sleepwalking into a turbulent summer. He emphasizes that as long as Paradigm C remains the modal outcome, investors should fade tariff …
00:14:41 |
Fri 30 May 2025
How will President Trump respond to adverse court rulings and being called a TACO?
This episode explores how President Trump may respond to negative court rulings and derogatory labels like 'TACO.' The discussion suggests Trump could escalate tariffs and trade measures via executiv…
00:12:21 |
Thu 29 May 2025
Will the hard data catch down to the soft data or will the soft data catch up?
42 Macro analyzes the key macro question of whether soft economic data will catch up to hard data, or if hard data will decline to meet the soft data. Their outlook leans toward soft data catching up…
00:10:44 |
Wed 28 May 2025
Is it time to buy bonds?
The S&P 500 rebounded post the Memorial Day holiday as markets priced in President Trump’s abrupt U-turn on EU tariff threats. Trump walked back his June 1, 50% EU tariff threat to July 9 after a Sun…
00:13:20 |
Tue 27 May 2025
How much is too much Paradigm C?
This episode explores the macroeconomic and market impact of the shift to 'Paradigm C' following the One Big Beautiful Bill Act. The hosts discuss a regime that combines monetary and fiscal fuel with…
00:16:20 |
Thu 22 May 2025
What is the weak US dollar signaling for broader asset markets?
In this episode, experts explore the implications of a weakening U.S. dollar amid speculation of policy shifts at the upcoming G7 summit, particularly under the Trump administration’s approach to enh…
00:09:03 |
Wed 21 May 2025
When will the Fed revise its inflation target higher?
In this episode of Macro Minute, 42 Macro's founder Darius Dale explores a critical question for today's economic landscape: When will the Federal Reserve revise its inflation target higher? Dale exa…
00:10:16 |
Tue 20 May 2025
Should you downgrade the US in your portfolio?
In this episode, the discussion kicks off with Moody’s downgrade of the U.S. sovereign rating from AAA to AA1 and examines the implications of the so‐called “Sell America” trade. Despite symbolic eff…
00:08:57 |
Mon 19 May 2025
Will tariffs lead to second-round inflation impacts?
In this episode, Dr. Mo examines how Section 232 tariffs are not causing traditional cost-push inflation but are instead amplifying supply-side constraints in the housing market, leading to structura…
00:08:41 |
Fri 16 May 2025
How did the US economy perform during the peak of the trade war in April?
This podcast explores the resilience of the U.S. economy during the height of the trade war in April. Despite pronounced tariff shocks, high-frequency data shows persistent economic strength alongsid…
00:09:17 |
Thu 15 May 2025
Will “SALTY Republicans” knock over Bessent’s three-legged stool?
In today's video, Darius answers the following question: Will “SALTY Republicans” knock over Bessent’s three-legged stool?
00:10:05 |
Wed 14 May 2025
Is it too late to position for Paradigm C?
This podcast examines the current shift from Paradigm B to Paradigm C in U.S. economic policy, highlighting why it isn’t too late for investors to position themselves for growth. The discussion cover…
00:14:02 |
Tue 13 May 2025
Who’s right—President Trump or Fed Chair Powell?
This podcast examines the contrasting views on monetary policy between President Trump and Fed Chair Powell, ultimately endorsing Powell’s cautious strategy. The discussion covers a detailed macro ou…
00:09:57 |
Thu 08 May 2025
Can the market look through trade talks to continue pricing in Paradigm C?
Explore the potential shift in U.S. economic policy as trade negotiations, presidential temperament, and geopolitical factors determine whether the market sustains its pricing in Paradigm C or retrea…
00:10:53 |
Wed 07 May 2025
Will Trump’s “Paradigm C” catalyze a bigger boom than Biden’s “Paradigm A”?
This podcast dives into how Trump’s 'Paradigm C' might outpace Biden’s 'Paradigm A' in boosting risk assets, combining fiscal and monetary largesse with tax cuts, deregulation, and AI-led labor subst…
00:13:11 |
Tue 06 May 2025
Is it time to sell the rip?
In this episode, the discussion centers on whether today's pullback in S&P 500 futures amid President Trump’s inconsistent tariff signals could signal a time to sell, despite a recent 9-day winning s…
00:09:15 |
Mon 05 May 2025
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