Podcast Episodes
Back to Search
What matters more, uptrending productivity growth or escalating war?
Episode 295
We explore whether accelerating productivity growth or escalating geopolitical conflict will matter more for markets. Darius explains that while AI-d…
6 months, 3 weeks ago
Is the consensus rush to acquire downside protection over yet?
Episode 294
In this edition of the Macro Minute, we examine whether the recent rush for downside protection in markets is already over. Darius explains that whil…
6 months, 4 weeks ago
Is this the start of WWIII?
Episode 293
In today’s Macro Minute, Darius breaks down escalating U.S.–Iran tensions and addresses whether markets should fear the start of World War III. While…
6 months, 4 weeks ago
Does more war equal less rate cuts?
Episode 292
Darius explains why escalating geopolitical conflict is pushing oil prices higher and causing markets to reprice toward fewer Fed rate cuts. He also …
7 months ago
Will investors reward stellar results from NVIDIA $NVDA?
Episode 291
Today we break down why NVIDIA’s strong earnings weren’t enough to lift the stock — and what that tells us about sector rotation beneath the surface …
7 months ago
Did President Trump crack the door open for President AOC?
Episode 290
Darius connects politics to markets, asking whether President Trump’s messaging on affordability is increasing the probability of a populist pivot an…
7 months, 1 week ago
Can the stock market perform well if AI permanently impairs the labor market?
Episode 289
Today, we tackle a critical question: can stocks continue to rally if AI permanently disrupts the labor market? Darius explains why productivity-driv…
7 months, 1 week ago
![Will President Trump continue to lash out and pivot the US economy back to [bearish] Paradigm B?](https://podcasts.42macro.com/MM/2026-02-23/cover.png)
Will President Trump continue to lash out and pivot the US economy back to [bearish] Paradigm B?
Episode 288
In today’s Macro Minute, Darius breaks down whether escalating trade rhetoric could push the U.S. back toward bearish Paradigm B. While headline risk…
7 months, 1 week ago
Will the Q4 GDP and December PCE data force the Fed to revise its reaction function?
Episode 287
Darius breaks down why the latest Q4 GDP and December PCE data are unlikely to force a shift in the Fed’s reaction function. He explains how the data…
7 months, 1 week ago
Is the Fed gearing up for a hawkish pivot?
Episode 286
In today's Macro Minute, Darius debates whether the Fed is quietly setting up for a hawkish pivot after subtle changes in recent FOMC guidance. While…
7 months, 1 week ago