How is corporate America weathering the trade policy uncertainty storm?
- Author
- 42 Macro
- Published
- Tue 05 Aug 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=89c91f8a2ae3420c9ebc49af1cb25a07&utm_campaign_id=podcast&content=mm_2025-08-05&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Darius Dale unpacks why Q2 earnings are crushing expectations and what it means for the Paradigm C thesis. He explains how AI, deregulation, and a weaker dollar are driving upside risks—and why income, not job counts, is what really matters for markets.
