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
Navigating Policy-Driven Market Volatility and Global Risks
This episode addresses key macro questions surrounding how long markets can withstand policy-driven volatility, focusing on the impact of tariffs on the auto industry, investigations into China's tra…
00:05:53 |
Tue 21 Jan 2025
Macro Economic Insights & Defensive Portfolio Strategy
This podcast delves into key macro questions assessing the health of the U.S. and global economies, with a detailed look at data from the U.S., Eurozone, UK, and China. It highlights resilient U.S. m…
00:07:05 |
Fri 17 Jan 2025
Key Macro Questions: Is Consensus Too Bearish?
In this episode, 42 Macro explores whether market consensus turned too bearish in light of disinflation evidence from recent earnings releases and corporate guidance. The discussion covers earnings-d…
00:06:42 |
Thu 16 Jan 2025
Navigating Inflation and Market Volatility in 2025
This podcast examines whether the disinflation process remains intact based on mixed December CPI data and projections from leading indicators and models. It explores portfolio strategies anticipatin…
00:04:34 |
Wed 15 Jan 2025
Macro Strategies: Tariffs, Inflation, and Market Regimes
This podcast explores key macro questions on whether President Trump will favor Wall Street over Main Street, spotlighting a phased tariff rollout as a revenue offset for tax cuts and its impact on a…
00:03:43 |
Tue 14 Jan 2025
Global Divergence Themes: Navigating Policy and Portfolio Strategies
In this episode, key macro questions are explored, focusing on global divergences in growth, inflation, and monetary policies. The discussion contrasts US resilience with economic sluggishness in man…
00:05:40 |
Mon 13 Jan 2025
Macro Analysis: Labor Market Moderation and Market Volatility
This episode dives into key macro questions about how stocks might react as the labor market moderates. It covers the surprising outcomes from the December Jobs Report, the impact on stocks and bonds…
00:04:05 |
Fri 10 Jan 2025
Macro Market Insights: DOGE, Inflation, and the REFLATION Regime
This podcast examines pressing macroeconomic questions, including whether the Department of Government Efficiency (DOGE) can rescue the bond market and risk assets amid persistent, sticky inflation. …
00:06:00 |
Wed 08 Jan 2025
Navigating Macro Trends: Policy, Inflation, and Global Liquidity
This episode explores pressing macroeconomic questions including the ECB’s approach to persistent inflation, President Trump’s tariff policy and its global ripple effects, and key indicators of US ec…
00:11:20 |
Tue 07 Jan 2025
Macro Data & Policy Update: Navigating Q1 and Q2
This episode dives into the impact of the first full slate of economic and policy data in a while, setting the stage for market direction in Q1 and Q2. It explores key macro questions, portfolio stra…
00:05:44 |
Mon 06 Jan 2025
Macro Minute: January 3, 2025
In this episode, the discussion centers on whether consensus earnings estimates and market return expectations are overly optimistic, noting that while earnings typically decline after a Q1 peak, the…
00:09:51 |
Fri 03 Jan 2025
Market Consensus and Portfolio Strategy Update
This podcast explores key macro questions and provides an in-depth analysis of consensus trends heading into 2025. Topics include US exceptionalism, persistent rate policies, inflation outlooks, and …
00:10:08 |
Thu 02 Jan 2025
Will 2025 Resemble 2024? Global Macro Outlook and Market Implications
This episode delves into a key macro question: Will 2025 resemble 2024? The discussion covers significant global macro shifts including tax cuts, increased M&A activity, and new trends like DOGE adop…
00:06:49 |
Mon 30 Dec 2024
Will DOGE Achieve Significant Deficit Reduction?
This podcast examines the macro factors influencing whether DOGE can significantly reduce the deficit. The discussion highlights that deficit reduction is unlikely given the dominance of populist fis…
00:06:56 |
Fri 27 Dec 2024
How Inevitable is a Too-Strong U.S. Dollar? (Part II)
The podcast explores the macroeconomic and policy factors underpinning the current uptrend of the U.S. dollar over the medium term. Key themes include widening interest rate differentials as the Fed …
00:07:21 |
Mon 23 Dec 2024
Macro Insights: FOMC Decisions, Debt Ceiling Risks, and Market Regimes
In this episode, the discussion delves into whether the Fed maintains an asymmetrically dovish reaction function, the implications of potential disruptions in Treasury General Account spend-down, and…
00:07:38 |
Thu 19 Dec 2024
Fed's Dovish Stance, Macro Questions, and Market Regimes
This podcast dives into critical macro questions, particularly focusing on when the Fed might end its asymmetrically dovish reaction function. The discussion covers how such policy nuances could affe…
00:06:59 |
Wed 18 Dec 2024
U.S. Economy Outlook: Navigating Between No Landing and Soft Landing
This podcast dives into the latest November data, highlighting strong retail and auto sales versus weaker industrial production, and discusses how this divergence points to a 'No Landing' scenario fo…
00:04:50 |
Tue 17 Dec 2024
What will derail the year-end performance chase?
This episode examines the key macro question of what factors might derail a strong year-end performance. It discusses the continued strength of Bitcoin and the NASDAQ along with their underlying driv…
00:05:30 |
Mon 16 Dec 2024
Macro Insights: Persistent US Dollar Strength and Global Monetary Policy
This episode explores key macroeconomic questions, including the persistence of a strong US dollar into 2025 driven by global market conditions and diverging monetary policies. The discussion covers …
00:13:30 |
Thu 12 Dec 2024
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