How should investors respond to Trump breaking up with Elon Musk, mentally replacing Jay Powell, and kowtowing to President Xi?
- Author
- 42 Macro
- Published
- Mon 09 Jun 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=ce0d33a759e1443b8154201243d0bd40&utm_campaign_id=podcast&content=mm_2025-06-09&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
In this episode, Darius Dale unpacks the market implications of President Trump’s escalating tensions with Elon Musk, his signals to replace Fed Chair Powell, and the renewed U.S.–China trade negotiations in London. Dale breaks down how these political dynamics intersect with inflation targeting, paradigm shifts, and investor positioning. Tune in to hear why markets remain cautious, what Paradigm C means for risk assets, and how the KISS and Dr. Mo frameworks help investors stay disciplined amid rising geopolitical and policy uncertainty.
