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Should investors chase the bearish trend in the US dollar?
Episode 275
Darius Dale breaks down the U.S. dollar’s decisive breakdown, explaining why structural headwinds—from Fed reform risk to global capital flows—argue …
8 months ago
Will the BOJ blow up the 42 Macro Paradigm C bull market?
Episode 274
In today’s Macro Minute, Darius breaks down why Japan’s bond and currency stress is unlikely to derail the Paradigm C bull market—while highlighting …
8 months, 1 week ago
What is the true health of the US economy?
Episode 273
Darius cuts through geopolitical noise to assess the true health of the U.S. economy. He explains why recent PCE data confirm continued resilience an…
8 months, 1 week ago
Are the US and Europe breaking up?
Episode 272
Darius examines whether rising geopolitical tensions signal a fracture between the U.S. and Europe. He explains why the risk of Europe drifting towar…
8 months, 1 week ago
Is it time to “sell America” again?
Episode 271
Darius Dale tackles the question investors are quietly asking again: Is it time to "sell America"? He explains why a growing, geopolitically driven s…
8 months, 1 week ago
Is fiscal policy still the key driver of the economy & asset markets?
Episode 270
Today’s Macro Minute explains why fiscal policy, not Fed policy, remains the dominant driver of the economy and asset markets. Darius breaks down the…
8 months, 2 weeks ago
Will the inflation cycle continue to behave?
Episode 269
Today’s Macro Minute breaks down why December CPI supports continued disinflation—but not faster Fed cuts—while a softening labor market keeps the in…
8 months, 2 weeks ago
Is this the beginning of the end for Fed Chair Powell, Fed independence, President Trump’s political influence, and the Congressional majority enjoyed by the Republican Party?
Episode 268
Today’s Macro Minute examines the growing political pressure on the Federal Reserve and what it means for Fed independence, markets, and the Fourth T…
8 months, 3 weeks ago
What does the December Jobs Report signal about the rising probability of UBI?
Episode 267
Today’s Macro Minute examines what the December Jobs Report reveals about a jobless recovery, AI-driven labor displacement, and why slowing wage grow…
8 months, 3 weeks ago
Is the US labor market still deteriorating?
Episode 266
Today’s Macro Minute examines whether the U.S. labor market continues to weaken, unpacks mixed signals from recent labor and ISM data, and explains w…
8 months, 3 weeks ago