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When will global equities stop outperforming US equities?
Episode 285
Today, Darius unpacks why global equities continue to outperform the U.S. and why that trend may persist longer than many expect. He explains how coo…
7 months, 2 weeks ago
What matters more, AI disruption or bank deregulation?
Episode 284
Darius breaks down whether AI disruption or bank deregulation is the bigger force shaping markets right now. While concerns around a potential AI cap…
7 months, 2 weeks ago
Will inflation cause asset markets to devolve from violent chop into a violent drawdown?
Episode 283
In today’s Macro Minute, Darius breaks down whether inflation risks could push markets from violent chop into a deeper drawdown. His answer: unlikely…
7 months, 2 weeks ago
What do the January Jobs Report, January NFIB Small Business Optimism Survey, and January Monthly Treasury Budget Statement signal about the health of the US economy?
Episode 282
Darius unpacks what the January Jobs Report, NFIB Small Business Optimism Survey, and Treasury Budget data reveal about the health of the U.S. econom…
7 months, 3 weeks ago
Has the crypto collapse concluded?
Episode 281
Darius assesses whether the recent crypto selloff marked a true capitulatory low or merely a short-term bounce, cautioning investors against chasing …
7 months, 3 weeks ago
Is the US Treasury still friend or foe?
Episode 280
This episode examines whether the U.S. Treasury remains a tailwind for markets and why dovish net financing continues to support Paradigm C. It also …
7 months, 4 weeks ago
What does the breakdown in legacy software stocks signal about the US labor market?
Episode 279
Today’s Macro Minute examines what the sharp breakdown in legacy software stocks is signaling about the U.S. labor market. Darius explains why accele…
8 months ago
Have the plunges in precious metals prices concluded?
Episode 278
Markets are grappling with sharp cross-asset volatility as investors reassess U.S. monetary policy uncertainty following the nomination of Kevin Wars…
8 months ago
Is the productivity story more important than the Fed?
Episode 277
Darius explains why productivity—not the Federal Reserve—is now the dominant driver of markets. He breaks down how AI-driven layoffs are boosting mar…
8 months ago
Will the Fed continue to ease monetary policy in 2026?
Episode 276
Today, Darius previews today’s FOMC decision, explaining why the Fed is unlikely to continue easing in 2026 despite disinflationary progress. He outl…
8 months ago