The Macro Minute with Darius Dale Podcast By 42 Macro cover art

The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

By: 42 Macro
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About this listen

 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.Copyright 2025 All rights reserved. Economics Personal Finance
Episodes
  • Why won’t Wall Street stop fighting our ~3yr-Old “resilient US economy” theme?

    Why won’t Wall Street stop fighting our ~3yr-Old “resilient US economy” theme?
    Jun 6 2025
    In today’s Macro Minute, Darius breaks down why Wall Street keeps fighting the resilient U.S. economy despite consistently strong data. He explains how private sector balance sheets, labor hoarding, and deregulation are sustaining above-trend income growth—and why media negativity is often just a sales tactic. Darius also addresses growing concerns about inflation data credibility and reminds investors to stay dispassionate, systematic, and focused on the signals that matter.
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    9 mins
  • Will the one big, ugly bill survive Senate scrutiny?

    Will the one big, ugly bill survive Senate scrutiny?
    Jun 4 2025
    Markets are digesting the political theater surrounding the “One Big Ugly Bill” as bipartisan brinksmanship ramps up. Despite high-profile opposition—from Elon Musk to fiscal hawks in the Senate—our base case remains that the bill survives largely intact, with a reasonable probability of expanding further. Investors should fade the noise and focus on the fiscal impulse embedded in Paradigm C: growth-first policy that props up asset markets. We also tackle a client’s question on KISS versus buy-and-hold through the lens of risk management, taxes, and real-world market experience.
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    14 mins
  • Which asset class(es) does the Trump administration want you to invest in?

    Which asset class(es) does the Trump administration want you to invest in?
    Jun 3 2025
    In this Macro Minute, Darius Dale examines which asset class the Trump administration is implicitly encouraging investors to favor. He highlights the OECD's sharply downgraded 2025 growth and inflation forecasts—now well embedded in consensus—and argues that betting on these projections will likely leave investors behind. Instead, Dale urges a shift in focus toward the administration’s actual policy trajectory: reflating growth to de-lever the public balance sheet, a cornerstone of Paradigm C. That path supports equities, credit, and Bitcoin, while proving bearish for bonds and the U.S. dollar. He underscores how misguided shorting risk assets can be for retail investors, arguing for a disciplined, long-only approach backed by 42 Macro’s risk-managed KISS framework.
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    16 mins
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