Podcast Episodes
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Should we be worried about the collapse in regional bank stocks?
Episode 225
In today’s Macro Minute, Darius breaks down the market’s reaction to the regional bank selloff and explains why investors should tune out the noise. …
11 months, 2 weeks ago
Is it time to book gains in Gold?
Episode 224
Darius Dale analyzes the renewed surge in gold amid U.S.–China trade tensions and deepening fiscal dominance. He explains why gold remains a cornerst…
11 months, 2 weeks ago
Did Fed Chair Powell just rubberstamp Paradigm C?
Episode 223
In today’s Macro Minute, Darius Dale breaks down Fed Chair Powell’s latest remarks and what they mean for Paradigm C. He explains why the Fed’s pivot…
11 months, 2 weeks ago
Is it time to book gains?
Episode 222
Darius breaks down whether it’s time to book gains as trade tensions resurface in today's Macro Minute. He explains why Paradigm C remains intact, wh…
11 months, 2 weeks ago
Are markets correct to continue pricing in the “TACO trade”?
Episode 221
Today’s Macro Minute explores why markets continue to price in the Paradigm C regime despite tariff volatility. Darius discusses the evolving macro l…
11 months, 2 weeks ago
What is the status of the US and global economies?
Episode 220
Darius breaks down how global growth remains resilient despite the U.S. government shutdown. He explains why the data continues to support a bullish …
11 months, 3 weeks ago
The US gov’t is shut down… time to panic?
Episode 219
In today’s Macro Minute, Darius breaks down why the U.S. government shutdown is no reason to panic. Despite the absence of official releases, dozens …
1 year ago
Why should investors pay more attention to the US housing market?
Episode 218
Today’s Macro Minute dives into why investors should pay closer attention to the U.S. housing market. Weakness in home prices and building permits hi…
1 year ago
Should you be concerned about the pending US government shutdown?
Episode 217
Darius breaks down why investors should not be concerned about the looming U.S. government shutdown. Shutdowns create headlines, not macro signals—gr…
1 year ago
Is the US consumer helping or hurting our Paradigm C bull market?
Episode 216
Darius Dale tackles the $64 trillion question: is the U.S. consumer helping or hurting the Paradigm C bull market? August PCE data showed resilient s…
1 year ago