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Are investors too complacent about Wednesday's reciprocal tariff deadline?
Episode 175
Darius kicks off the week with a sharp take on why investors shouldn’t overreact to tariff headlines, political shakeups, or Tesla’s pullback. He unp…
1 year, 2 months ago
Is the US labor market still resilient?
Episode 174
In today's Macro Minute, Darius unpacks the July jobs report and shares 10 key takeaways affirming the resilience of the U.S. labor market and the du…
1 year, 3 months ago
![Will hardliners in the House tank the One Big [Ugly] Bill?](https://podcasts.42macro.com/MM/2025-07-02/cover.png)
Will hardliners in the House tank the One Big [Ugly] Bill?
Episode 173
In today's video, Darius unpacks why investors should fade congressional noise and focus on structural drivers in Paradigm C. He also answers a key c…
1 year, 3 months ago
![Will Congressional infighting and negative headlines regarding its regressive impact derail the One Big [Ugly] Bill?](https://podcasts.42macro.com/MM/2025-07-01/cover.png)
Will Congressional infighting and negative headlines regarding its regressive impact derail the One Big [Ugly] Bill?
Episode 172
Darius returns with a high-impact breakdown of July’s opening market risks. From the Senate’s internal GOP battles over the $3.3T One Big Ugly Bill t…
1 year, 3 months ago
Should investors sell now and raise cash due to the US entering the Israel-Iran war?
Episode 171
In today’s Macro Minute, Darius addresses whether investors should sell risk assets in response to escalating U.S.–Iran tensions. He explains why geo…
1 year, 3 months ago
How will markets respond to the stagflationary shocks of the US potentially joining the Israeli-Iran war and pending section 232 tariffs? Will the Fed kick start a chain reaction that accelerates de-dollarization today?
Episode 170
Darius Dale breaks down the market implications of rising stagflationary risks—including U.S. military posturing in the Middle East and the Trump adm…
1 year, 3 months ago
Is it time to buy protection? Did the BOJ cave to Japanese government bond vigilantes?
Episode 169
In today’s Macro Minute, Darius Dale tackles two key questions: Is it time to buy protection, and did the BOJ just cave to bond market pressure? He b…
1 year, 3 months ago
How should investors contextualize and respond to mounting geopolitical instability?
Episode 168
Darius Dale breaks down how investors should respond to rising geopolitical instability, including the Israel-Iran conflict, potential U.S. involveme…
1 year, 3 months ago
Does the prospect of total war in the Middle East mean you should sell now and raise cash?
Episode 167
As tensions escalate in the Middle East, Darius Dale breaks down why 42 Macro’s systematic frameworks still favor staying invested. He explains why g…
1 year, 3 months ago
Are foreign investors about to start dumping Treasuries again?
Episode 166
In today’s Macro Minute, Darius Dale tackles the rising fear of foreign investors dumping U.S. Treasuries and explains why that risk is overstated—fo…
1 year, 3 months ago