Will NVIDIA earnings and/or the July PCE Report disrupt or truncate our Paradigm C bull market?
- Author
- 42 Macro
- Published
- Mon 25 Aug 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=9036f3d8c27a470fa682ca58234981fa&utm_campaign_id=podcast&content=mm_2025-08-25&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Darius Dale breaks down why NVIDIA earnings and the July PCE report are the week’s pivotal catalysts. With crowded bullish positioning at February highs, markets face left-tail risks if AI enthusiasm falters or inflation surprises. But with Powell signaling cuts and Paradigm C intact, KISS and Dr. Mo remain the compass for managing risk and compounding returns.
