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Why should investors care about Venezuela?
Episode 265
Darius breaks down how a potential revival of Venezuela’s oil industry could pressure inflation via lower energy prices, reinforcing Paradigm C. He a…
8 months, 3 weeks ago
Will Wall Street catch up to Main Street in performance terms in 2026?
Episode 264
As 2025 comes to a close, today’s Macro Minute examines whether Wall Street can finally catch up to Main Street in 2026, why traditional managers con…
9 months ago
Is now a good time to buy or sell a home?
Episode 263
Today we examine the U.S. housing market outlook, highlighting why both supply and demand are set to rise, how shelter inflation is evolving, and wha…
9 months ago
Has the secular bear market in stocks begun already?
Episode 262
Markets are pushing higher—but is the secular bear already lurking beneath the surface? In today’s Macro Minute, Darius explains why trying to time t…
9 months ago
Is Treasury Secretary Bessent right about the future of the Fed?
Episode 261
The rules of monetary policy are changing. In today’s Macro Minute, Darius walks through why Fed reform is accelerating, what fiscal dominance means …
9 months, 1 week ago
Is the US growth cycle helping or hurting the 42 Macro Paradigm C bull market?
Episode 260
The message from today’s Macro Minute is clear: U.S. growth remains the dominant force driving markets higher. Darius explains how recent GDP, CapEx,…
9 months, 1 week ago
How does the BOJ’s revised policy setting impact investors around the world?
Episode 259
Today’s Macro Minute breaks down how the Bank of Japan’s ongoing policy normalization is reshaping global bond markets and reinforcing the structural…
9 months, 1 week ago
Will the November CPI report catalyze the much-anticipated Santa Claus rally?
Episode 258
Darius Dale breaks down whether the November CPI report can ignite a long-awaited Santa Claus rally — and why distorted inflation data may be strengt…
9 months, 2 weeks ago
Is the AI trade over?
Episode 257
Today, the Macro Minute tackles whether the AI trade is truly over—and why the answer is a resounding no. Darius explains how Paradigm C and the earl…
9 months, 2 weeks ago
Does the US labor market support the Fed’s revised reaction function?
Episode 256
Today’s Macro Minute unpacks how rising unemployment and softening payrolls confirm the Fed’s shift toward a more dovish reaction function. Darius ex…
9 months, 2 weeks ago