What’s the latest regarding US fiscal policy and US Treasury net financing policy dynamics?
- Author
- 42 Macro
- Published
- Wed 13 Aug 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=bbaaab7ab6b54267aa19ceaecd9e71b0&utm_campaign_id=podcast&content=mm_2025-08-13&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Darius Dale breaks down the latest U.S. fiscal and Treasury financing dynamics—why tariffs won’t meaningfully cut the deficit, how Paradigm C is fueling bull markets in stocks, gold, and Bitcoin, and what structural debt drivers mean for investors. He also explains the policy choices ahead and how they could shape portfolio strategy in this regime.
