Episode Details

Today’s Macro Minute explores whether Fed Chair Warsh could disrupt the post-NVIDIA earnings rally and why 42 Macro believes that outcome is unlikely. Darius breaks down the Fed’s evolving policy decision tree, the increasingly dovish medium-term outlook, and why Bessent’s Bridge may help limit downside risk for asset markets. He also explains why financial repression and monetary debasement may ultimately lead from Paradigm D to Paradigm E.