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 Macro Risks, Portfolio Strategies, and Market Regimes
This podcast delves into critical macro questions and provides actionable insights for investors. It covers the potential effects of dollar strength and sticky inflation on global assets, highlightin…
00:06:06 |
Wed 11 Dec 2024
Macro Analysis Amid Fourth Turning Uncertainty
This podcast dissects the emerging macroeconomic challenges in what is being characterized as a deepening Fourth Turning. The discussion begins with key questions around escalating tensions driven by…
00:08:31 |
Tue 10 Dec 2024
Macro Insights: Navigating Year-End Market Risks and Opportunities
This podcast explores key macro questions, including potential catalysts that could disrupt bullish price momentum if economic fundamentals are challenged. Discussion topics include the resilience of…
00:04:06 |
Mon 09 Dec 2024
Jay Wants a Soft Landing: U.S. Labor Market Insights from the November Jobs Report
This podcast breaks down the November Jobs Report and its broader implications for the U.S. economy. It explores how the labor market is moderating without collapsing, supporting the Federal Reserve’…
00:08:55 |
Fri 06 Dec 2024
Macro Insights: Fed Policy, Market Trends, and Risk Management
This episode dives into key macroeconomic questions and analysis. Jay Powell’s commentary is discussed—with signals that the Fed still favors a soft landing via further rate cuts to create policy spa…
00:11:25 |
Thu 05 Dec 2024
Key Macro Questions: What will disrupt the Santa Claus Rally, Part II?
This episode delves into several layers of macroeconomic analysis—from the S&P 500’s record high and strong US labor market trends to key economic events like China’s Central Economic Works Conferenc…
00:06:38 |
Tue 03 Dec 2024
Macro Market Dynamics and Portfolio Strategy Update
This podcast delves into key macro economic questions, including what might disrupt the Santa Claus rally. It examines market reactions and catalysts—from strong U.S. stock performances to potential …
00:04:58 |
Mon 02 Dec 2024
Macro Insights: Navigating a Resilient Economy Amid Inflation and Policy Risks
This podcast delves into key macroeconomic questions, exploring how economic resilience stands in the face of sticky inflation and policy uncertainties, including President Trump’s fiscal agenda. It …
00:09:34 |
Wed 27 Nov 2024
U.S. Fiscal and Trade Policies: Risks, Opportunities, and Market Outlook
This podcast delves into key macroeconomic questions about the impact of President Trump's market-friendly cabinet and upcoming tariffs on China, Mexico, and Canada, alongside ensuing U.S. fiscal and…
00:04:03 |
Tue 26 Nov 2024
Macro Minute: Evaluating Trump's Treasury Secretary Pick & Its Market Impact
In this episode, the discussion centers on President Trump’s nomination of Scott Bessent as Treasury Secretary and how markets are reacting across asset classes including stocks, bonds, the dollar, g…
00:03:03 |
Mon 25 Nov 2024
Global Economic Downturn & Portfolio Strategies: A Macro Analysis
In this podcast, the discussion centers on the global economic outlook amid signs of a deepening downturn in manufacturing and services, driven largely by shifts in PMI data and a stronger U.S. dolla…
00:04:14 |
Fri 22 Nov 2024
NVIDIA Earnings, Macro Analysis, and Strategic Outlook
This episode delves into whether NVIDIA did enough to stem the rotation out of Big Tech, suggesting that investor capital for upside is now exhausted despite the AI infrastructure enthusiasm. It offe…
00:04:17 |
Thu 21 Nov 2024
Global Asset Markets: Are We Approaching a Refinancing Air Pocket?
In this episode, we investigate the possibility of asset markets nearing a global refinancing air pocket. The discussion centers on key macroeconomic questions, including potential shifts in U.S. fin…
00:02:57 |
Wed 20 Nov 2024
Macro Insights: Navigating Geopolitical Conflict & Market Volatility
This podcast addresses key macro questions: the extent to which asset markets may cool off amid rising geopolitical conflicts, and the future direction of the U.S. housing market. It discusses market…
00:07:01 |
Tue 19 Nov 2024
Key Macro Questions: Navigating a Quiet Week in Asset Markets
This podcast examines how asset markets are expected to perform in a week characterized by few major catalysts. It discusses the impact of limited macroeconomic events such as Nvidia's earnings, Japa…
00:06:31 |
Mon 18 Nov 2024
Global Liquidity and Macro Market Dynamics
This podcast dissects the evolving landscape of global liquidity, driven largely by the recent breakout in the Dollar Index. It explores questions regarding asset market rollovers, highlights the inf…
00:05:53 |
Fri 15 Nov 2024
Jay Powell's Market Moves: Stocks, Crypto & Macro Analysis
This podcast discusses Fed Chair Jay Powell's upcoming remarks and his strategy to stabilize the Treasury market while managing inflation expectations over the next 2-3 years. It also delves into mac…
00:07:53 |
Thu 14 Nov 2024
Global Macro Analysis and Market Regime Transitions
This podcast delves into key macroeconomic questions by examining whether recent economic data supports prevailing global macro trends. It covers topics such as the impact of a potential Republican s…
00:07:17 |
Tue 12 Nov 2024
42 Macro: Global Liquidity & Year-End Market Outlook
This podcast explores key macro questions that could disrupt the year-end performance chase. The discussion covers the shift from US election risks to other macro catalysts, such as China’s property …
00:04:10 |
Mon 11 Nov 2024
Fed's Neutral Policy Path Amidst Economic Resilience
This episode explores key macro questions including whether Fed Chair Jay Powell will impact political events and his commitment to a steady, neutral monetary policy stance. The discussion delves int…
00:03:01 |
Fri 08 Nov 2024
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