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
- 204
- Years Active
- 2024 - 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
Macro Minute: Trump's Tariff Strategy and Global Financial Risks
This podcast episode breaks down key macro questions surrounding President Trump's tariff plans, including the proposal for steep tariffs on imports from Mexico, Canada, and China. Listeners are guid…
00:08:56 |
Mon 03 Mar 2025
Will DOGE Achieve Deficit Reduction? Fiscal Challenges and Investment Strategies
This podcast explores whether DOGE can achieve meaningful deficit reduction amid the reliance on debt-financed growth by the D.C. and Mar-a-Lago administrations. Initial unrealistic estimates of $2 t…
00:05:12 |
Thu 27 Feb 2025
Macro Market Analysis: NVIDIA Earnings & Economic Trends
This podcast dives into the macroeconomic implications of NVIDIA’s upcoming earnings report, questioning whether it could trigger a U.S. growth scare. The discussion covers a detailed macro environme…
00:08:37 |
Wed 26 Feb 2025
Macro Minute / Leadoff Morning Note
Air date: February 25, 2025. This episode explores whether markets are currently disregarding the influence of figures like President Trump and Elon Musk, noting that while they are set aside for now…
00:10:57 |
Tue 25 Feb 2025
Macro & Market Outlook: Reflation, Liquidity, and Risk Assets
In this episode, the discussion centers on key macro questions about market positioning as investors shift from speculative 'what if' scenarios to current 'what is' analysis. The podcast reviews impo…
00:07:50 |
Mon 24 Feb 2025
US Debt Limit, Asset Markets, and Portfolio Strategy Insights
This podcast delves into key macro questions surrounding the U.S. debt limit and its impact on asset markets. The discussion covers how Treasury’s extraordinary measures and a declining Treasury Gene…
00:09:56 |
Thu 20 Feb 2025
Navigating a Reflationary Market: Signal-Based Trading and Portfolio Strategies
This podcast explores the current macroeconomic climate where markets remain stable despite tariff threats and political headlines. It discusses key concepts such as the RORO phase transition and Vol…
00:07:58 |
Wed 19 Feb 2025
U.S. Dollar Under Pressure: Global Risk Assets and Fiscal Challenges
This podcast examines whether U.S. dollar strength may wane amid potential political maneuvers, including Trump’s tariff threats, and the implications for global risk assets. The discussion covers a …
00:14:03 |
Thu 13 Feb 2025
Macro Outlook: Inflation, Fed Policy, and Market Strategy
This podcast dissects key macroeconomic questions about whether the disinflation process is intact, contrasting views on Core PCE inflation, and the implications for portfolio strategies. It details …
00:06:45 |
Wed 12 Feb 2025
US Treasury Financing Policy, Liquidity, and Market Outlook
This summary examines key macro questions around the evolution of US Treasury net financing policy over the medium term while discussing recent Q1 Quarterly Refunding Announcements and shifts in poli…
00:08:11 |
Thu 06 Feb 2025
Navigating Macro Uncertainty: Balancing Risk-On and Risk-Off Strategies
This episode dives into key macro questions amid tariff uncertainty, fiscal policy risks, and shifting market regimes. It examines whether bulls should persist despite heightened volatility, explores…
00:08:34 |
Wed 05 Feb 2025
Tariffs as a Structural Policy Choice: Reshaping Global Trade
This podcast examines whether tariffs are merely a negotiating tactic or a deliberate policy strategy. The discussion covers how tariffs serve as revenue offsets for the Tax Cuts and Jobs Act, their …
00:10:00 |
Tue 04 Feb 2025
U.S. Economic Outlook: Tariffs, Macro Trends & Portfolio Strategies
This podcast episode delves into key macro questions that assess the impact of tariffs on the U.S. economy and the resilience of its core fundamentals. The discussion covers a comprehensive macro ana…
00:10:20 |
Fri 31 Jan 2025
Navigating AI's Macro Impact: Inflation, Portfolio Strategies, and Global Risks
This podcast episode delves into key macro questions regarding AI's role in shaping economic trends. It explores the idea that while AI's initial adoption may be disinflationary due to efficiency gai…
00:08:28 |
Thu 30 Jan 2025
Macro Market Analysis: Earnings, AI, and Portfolio Strategy
In this episode, the discussion opens with an analysis of whether Magnificent Seven earnings might disappoint investors, with insights on ASML’s strong Q4 performance and evolving spending strategies…
00:07:45 |
Wed 29 Jan 2025
Macro Market Analysis: Tariffs, Inflation & Portfolio Strategies
This podcast delves into key macroeconomic questions surrounding the use of tariffs to support tax cuts amid rising global liquidity challenges. It covers portfolio strategies such as balancing stock…
00:11:53 |
Tue 28 Jan 2025
DeepSeek’s Impact on AI Investment and Global Market Regimes
This episode dives into a critical macro question: does DeepSeek signal the end of US exceptionalism in AI, thereby challenging the bull case for US AI stocks? The discussion highlights DeepSeek's im…
00:06:12 |
Mon 27 Jan 2025
42 Macro Overview: Market Regime Updates & Portfolio Strategy
This podcast episode covers key macro questions and answers regarding recent process improvements implemented on January 22nd. It discusses the impact of the changes on models like VAMS and KISS Port…
00:10:27 |
Thu 23 Jan 2025
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