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
Tradable Low or Durable Bottom? Macro Insights on Recent Market Reversal
In this episode, 42 Macro examines Monday’s intraday reversal in the S&P 500—from a -1.7% dip to a +0.6% rebound—to debate whether the event represents a tradable low or merely an interim signal befo…
00:05:31 |
Tue 01 Apr 2025
Will Trump’s ‘Liberation Day’ Transform Global Trade Policy?
In this episode, the discussion centers on President Trump’s ambiguous ‘Liberation Day’ and its potential to redefine global trade policy. The analysis highlights key dates when retaliatory tariffs f…
00:06:31 |
Mon 31 Mar 2025
Will tax cuts bail out the slowing U.S. economy?
In this podcast, the discussion centers on whether tax cuts can rescue the sluggish U.S. economy, with an expectation of an eventual, though delayed, improvement. The analysis highlights several head…
00:06:55 |
Fri 28 Mar 2025
Revisiting the Trump Put: Macro Implications and Portfolio Strategies
This podcast explores how shifts in President Trump's tariff rhetoric suggest a revised (higher) Trump Put strike price, potentially altering market and policy expectations. The discussion covers tac…
00:12:15 |
Thu 27 Mar 2025
Navigating a Complex Macroeconomic Landscape
This podcast delves into the current macroeconomic outlook by discussing factors including growth, inflation, policy, and market positioning. The conversation covers challenges like potential deceler…
00:09:17 |
Wed 26 Mar 2025
Macro Market Outlook: Tariffs, Inflation, and Earnings Risks
This episode dives deep into the current macroeconomic landscape, questioning whether consensus earnings estimates are too optimistic amid uncertainty driven by President Trump’s trade moves and tari…
00:12:26 |
Tue 25 Mar 2025
Evaluating the 'Trump Put' and Tariff Strategies in Today's Market
This podcast episode delves into whether the 'Trump put' is close to being activated, driven by speculation around more surgical tariffs dubbed 'Liberation Day.' It explores the positive market respo…
00:09:31 |
Mon 24 Mar 2025
Fed Liquidity, SLR Adjustments, and the QE Debate
In this podcast, the discussion centers on the macro question of when the Fed might provide liquidity via QE. The conversation reviews the outcomes of the March 19th FOMC meeting where the Fed mainta…
00:12:56 |
Thu 20 Mar 2025
Consensus Offsides: AI Innovations, BOJ Policy, and Fed Strategy
This episode kicks off with the question of whether market consensus is still off track regarding developments in AI, the Bank of Japan’s policy stance, and the Federal Reserve’s strategy. Key highli…
00:14:42 |
Wed 19 Mar 2025
Is the Rotation into European Assets Durable?
This podcast examines Germany’s impending fiscal expansion through a massive €500 billion spending program and its potential to reshape both the German economy and the broader Eurozone. The discussio…
00:07:23 |
Tue 18 Mar 2025
Navigating the U.S. Fiscal Adjustment: Short & Shallow or Protracted & Painful?
This episode examines the U.S. economic transformation amid fiscal recalibration and market turbulence. Treasury Secretary Scott Bessent discusses the adjustment period as the nation shifts from a go…
00:07:20 |
Mon 17 Mar 2025
Global Debt Refinancing and Liquidity Dynamics
This podcast explores a key macro question: Who will step up to prevent a global debt refinancing air pocket? Using China's February credit data as a backdrop, the discussion delves into global liqui…
00:04:42 |
Fri 14 Mar 2025
Underestimated Impact of Fiscal Retrenchment on U.S. Growth
This podcast delves into a critical macro question: what consensus overlooks in U.S. fiscal policy dynamics. The discussion highlights that fiscal retrenchment could slow U.S. growth more than expect…
00:08:22 |
Thu 13 Mar 2025
Trump’s Trade Policies, QE Outlook & Global Debt Risks
In this episode, the discussion centers on President Trump’s aggressive trade policies—such as a 25% tariff on steel and aluminum—and their potential impact on market stability and macroeconomic cond…
00:07:42 |
Wed 12 Mar 2025
Is U.S. Exceptionalism Dead? Evaluating Macro Trends and Market Strategies
This podcast delves into the debate over U.S. exceptionalism by analyzing key macroeconomic indicators, international investment trends, and the impact of economic and policy headwinds. Listeners wil…
00:10:41 |
Tue 11 Mar 2025
Navigating the U.S. Economic Transition: From Paradigm A to Paradigm B
This episode explores President Trump’s economic agenda and its broader implications. The discussion covers a shift from a government-driven, K-shaped economy (Paradigm A) to a private sector-led, E-…
00:06:21 |
Mon 10 Mar 2025
Navigating Macro Policy Shifts: Portfolio Strategies in a Deflationary Environment
In this episode, the discussion centers around the potential economic and financial adjustments as the Trump administration may counter Biden's policies. Key topics include shifts from a K-shaped to …
00:07:43 |
Fri 07 Mar 2025
Navigating Global Macro Trends Amid Stagflation and Deflation Risks
This episode explores key macro questions including the future of U.S. exceptionalism. It reviews how rising fears of stagflation, shifting European fiscal policies, and a weakening U.S. dollar are i…
00:09:57 |
Thu 06 Mar 2025
Trump’s Economic Overhaul: Gold Card Visa & Market Implications
In this episode, we analyze President Trump’s address to the Joint Session of Congress and unpack his transformative economic policies. The discussion highlights the proposed 'Gold Card Visa' initiat…
00:04:27 |
Wed 05 Mar 2025
U.S. Trade Tariffs Escalate: Risks, Strategies & Market Impacts
This episode addresses key macro questions around aggressive tariff policies, highlighting how President Trump’s new tariffs on Canada, Mexico, and China mark a seismic shift in global trade dynamics…
00:06:47 |
Tue 04 Mar 2025
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