Episode Details

Darius weighs on whether the uptrend in global liquidity can be sustained, why leading indicators are signaling a meaningful medium-term downtrend, and how a deepening cross-asset correction could ultimately accelerate the policy response from the Fed and U.S. Treasury. He also explains why 42 Macro does not expect a material slowdown in AI development and why the AI CapEx boom remains central to the evolving macro landscape.