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 2 days
- Average duration
- 8 minutes
- Episodes
- 203
- Years Active
- 2024 - 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
Is the labor market about to fall off a cliff?
This episode examines whether the U.S. labor market is on the brink of a sharp decline. It reviews key data from April—such as slowing private sector employment growth and moderate increases in hourl…
00:19:19 |
Fri 02 May 2025
Whose stock market and economy is it—Biden’s or Trump’s?
This podcast dives into the macro debate over whose economic agenda is shaping the market—Biden’s or Trump’s—against a backdrop of shifting trade policies and mixed economic data. It covers the immin…
00:16:06 |
Thu 01 May 2025
Will President Trump's policy pivot sustain the bull run?
Explore how Trump's tariff-heavy approach mixed with tactical policy retreats is shaping market dynamics. This discussion reviews quantitative signals, strategic portfolio positioning in a deflation …
00:10:28 |
Wed 30 Apr 2025
Is the bull case priced in?
This podcast episode explores whether risk assets have additional upside beyond what is currently priced in. It discusses how the bond market blowup weakened President Trump’s ability to pursue a haw…
00:13:14 |
Tue 29 Apr 2025
What does a “W-shaped market in a U-shaped economy” mean?
This podcast delves into a macroeconomic analysis where the market anticipates successful trade negotiations and fiscal stimulus while grappling with persistent economic mismatches. The discussion co…
00:09:49 |
Mon 28 Apr 2025
Can risk assets achieve escape velocity without QE?
This podcast explores the macro outlook and portfolio strategy underpinning the view that risk assets can gain momentum without quantitative easing. Topics include the anticipated retest of stock mar…
00:11:40 |
Thu 24 Apr 2025
Did the Trump Administration Abandon Main Street?
In this episode, the discussion centers on how Trump’s recent policy backtracking—evidenced by reversals on China strategy and actions regarding Fed Chair Powell—signals a clear move away from Main S…
00:12:13 |
Wed 23 Apr 2025
Is It Time to Buy the Dip?
This podcast from 42 Macro delves into whether current market conditions justify 'buying the dip.' It discusses the modest rebound in U.S. equities post-Monday’s selloff against the backdrop of polic…
00:09:17 |
Tue 22 Apr 2025
Will the Trump administration’s policies trigger a balance of payments crisis?
This episode examines the macroeconomic risks posed by the Trump administration’s policies, including the potential for a balance of payments crisis in the US. It explores how escalating political pr…
00:22:34 |
Mon 21 Apr 2025
Will the Fed HIKE rates during an economic downturn like an EM central bank?
This podcast episode explores whether the Fed could be compelled to hike rates during an economic downturn, drawing parallels to emerging market central banks. It reviews how defensive positioning an…
00:11:45 |
Thu 17 Apr 2025
Will risk assets retest the lows?
This podcast explores the macro implications of the Trump administration’s shift to a 'de-escalate' phase and its potential to trigger a short-term retest of the lows for risk assets. It details how …
00:10:40 |
Wed 16 Apr 2025
Is President Trump catalyzing a “golden age” of investing in non-US assets & GLD?
In this episode, the discussion centers on whether President Trump’s policies and the U.S.'s structural vulnerabilities are driving a shift towards investing in non-US assets and gold. The podcast ex…
00:08:52 |
Tue 15 Apr 2025
Is President Trump losing his own trade war?
Darius examines how temporary tariff exemptions and bond market dynamics signal a weakening stance in Trump's trade war, noting that China’s strong positioning and economic resilience set the stage f…
00:09:12 |
Mon 14 Apr 2025
Is this the beginning of the end of the U.S.’s exorbitant privilege?
In this episode, experts analyze a turning point in U.S. fiscal and geopolitical policy as the dollar hits a six‐month low, gold surges past $3,200/oz, and the euro reaches a three-year high. The dis…
00:09:57 |
Fri 11 Apr 2025
Did the bond market break President Trump?
This episode explores whether recent bond market movements—marked by rising Treasury yields and a delay in tariff hikes—signal that President Trump’s policies have influenced market behavior. The dis…
00:12:42 |
Thu 10 Apr 2025
Is the US heading into another emerging crisis that forces the Fed to supply QE?
In this episode, 42 Macro explores the possibility that a breakdown in U.S. Treasury markets could force the Federal Reserve into quantitative easing. The discussion covers a regime shift marked by T…
00:09:35 |
Wed 09 Apr 2025
Tradeable Low or Market Bottom—Round II?
This episode explores the market's response following a 20% decline in the S&P 500, where the ensuing rally is seen as a tradeable low rather than the true bottom. The discussion examines why the Fed…
00:09:09 |
Tue 08 Apr 2025
Technical recession or actual recession?
Darius explains how recent policy moves such as significant tariff hikes are pushing the US economy toward a real recession. In this podcast, he examines the implications of a 10% tariff on imports t…
00:08:26 |
Thu 03 Apr 2025
Will Liberation Day Make America Wealthy Again at the Expense of Global Wall Street?
In this episode, the discussion centers on President Trump’s anticipated sweeping reciprocal tariffs aimed at redefining U.S. trade policies. Listeners are taken through possible tariff structures—in…
00:08:55 |
Wed 02 Apr 2025
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