Podcast Episodes
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What’s the latest regarding US fiscal policy and US Treasury net financing policy dynamics?
Episode 195
Darius Dale breaks down the latest U.S. fiscal and Treasury financing dynamics—why tariffs won’t meaningfully cut the deficit, how Paradigm C is fuel…
1 year, 1 month ago
How are tariffs impacting the economy thus far?
Episode 194
Today, Darius breaks down July’s CPI data, the impact of Trump’s tariff regime, and why the Fed’s reaction function still risks compounding policy mi…
1 year, 1 month ago
Can the market continue looking through adverse trade policy outcomes?
Episode 193
Darius breaks down whether markets can keep looking past adverse trade policy outcomes after Nvidia and AMD’s unprecedented export-license deal with …
1 year, 1 month ago
Are markets adequately priced for regime change at the Fed, part IV? Should 401(k)s be exposed to alternative assets?
Episode 192
President Trump advances his Fed reshuffle and opens the door for 401(k) access to alternatives. In today’s Macro Minute, Darius Dale breaks down the…
1 year, 1 month ago
How will POTUS reshape the Fed? How should investors gauge the impact of tariffs?
Episode 191
President Trump’s tariffs are live, Fed regime change is looming, and investors are being forced to capitulate into Paradigm C. In today’s Macro Minu…
1 year, 1 month ago
Will POTUS truncate the Powell Fed’s fifth major policy mistake?
Episode 190
In today’s Macro Minute, Darius Dale breaks down why the Fed’s latest move may mark its fifth major policy mistake under Chair Powell. With ISM Servi…
1 year, 1 month ago
How is corporate America weathering the trade policy uncertainty storm?
Episode 189
Darius Dale unpacks why Q2 earnings are crushing expectations and what it means for the Paradigm C thesis. He explains how AI, deregulation, and a we…
1 year, 1 month ago
Should POTUS fire Powell to correct yet another policy mistake?
Episode 188
Today, Darius tackles whether President Trump should replace Fed Chair Jerome Powell amid rising fears of another policy mistake. He outlines Powell’…
1 year, 1 month ago
Is the Fed making another policy mistake?
Episode 187
Darius Dale breaks down why the Fed’s latest stance could mark yet another policy mistake—risking tighter financial conditions in a U-shaped economy …
1 year, 2 months ago
Is the US Treasury still contributing to our bullish Paradigm C theme? Is our three-year-old Resilient US Economy theme still valid?
Episode 186
In today's episode, Darius unpacks the Treasury’s Q3 refunding, Q2 GDP, and labor hoarding dynamics—reinforcing 42 Macro’s bullish Paradigm C view. H…
1 year, 2 months ago