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Which is a bigger upside risk for risk assets—US-China trade negotiations, the advent of a “Shadow Fed”, or Elon Musk kowtowing to Trump?
Episode 165
In today’s Macro Minute, Darius Dale breaks down the bullish implications of the revived U.S.-China trade framework, the emergence of a “shadow Fed” …
1 year, 3 months ago
Is the US-China trade dispute about to materially disrupt the tech sector?
Episode 164
In today’s Macro Minute, Darius Dale dissects the escalating US-China trade tensions and their implications for tech and AI sectors. Despite geopolit…
1 year, 3 months ago
How should investors respond to Trump breaking up with Elon Musk, mentally replacing Jay Powell, and kowtowing to President Xi?
Episode 163
In this episode, Darius Dale unpacks the market implications of President Trump’s escalating tensions with Elon Musk, his signals to replace Fed Chai…
1 year, 3 months ago
Why won’t Wall Street stop fighting our ~3yr-Old “resilient US economy” theme?
Episode 162
In today’s Macro Minute, Darius breaks down why Wall Street keeps fighting the resilient U.S. economy despite consistently strong data. He explains h…
1 year, 3 months ago
Will the one big, ugly bill survive Senate scrutiny?
Episode 161
Markets are digesting the political theater surrounding the “One Big Ugly Bill” as bipartisan brinksmanship ramps up. Despite high-profile opposition…
1 year, 3 months ago
Which asset class(es) does the Trump administration want you to invest in?
Episode 160
In this Macro Minute, Darius Dale examines which asset class the Trump administration is implicitly encouraging investors to favor. He highlights the…
1 year, 4 months ago
Are markets too sanguine regarding the strategic decoupling of the US and China?
Episode 159
In this episode, 42 Macro analyzes the key macro question of whether markets are underestimating the risks of strategic U.S.–China decoupling. Their …
1 year, 4 months ago
Are asset markets sleepwalking into a turbulent summer?
Episode 158
In this Macro Minute, Darius Dale addresses whether markets are sleepwalking into a turbulent summer. He emphasizes that as long as Paradigm C remain…
1 year, 4 months ago
How will President Trump respond to adverse court rulings and being called a TACO?
Episode 157
This episode explores how President Trump may respond to negative court rulings and derogatory labels like 'TACO.' The discussion suggests Trump coul…
1 year, 4 months ago
Will the hard data catch down to the soft data or will the soft data catch up?
Episode 156
42 Macro analyzes the key macro question of whether soft economic data will catch up to hard data, or if hard data will decline to meet the soft data…
1 year, 4 months ago