Podcast Episodes
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Is it time to buy bonds?
Episode 155
The S&P 500 rebounded post the Memorial Day holiday as markets priced in President Trump’s abrupt U-turn on EU tariff threats. Trump walked back his …
1 year, 4 months ago
How much is too much Paradigm C?
Episode 154
This episode explores the macroeconomic and market impact of the shift to 'Paradigm C' following the One Big Beautiful Bill Act. The hosts discuss a …
1 year, 4 months ago
What is the weak US dollar signaling for broader asset markets?
Episode 153
In this episode, experts explore the implications of a weakening U.S. dollar amid speculation of policy shifts at the upcoming G7 summit, particularl…
1 year, 4 months ago
When will the Fed revise its inflation target higher?
Episode 152
In this episode of Macro Minute, 42 Macro's founder Darius Dale explores a critical question for today's economic landscape: When will the Federal Re…
1 year, 4 months ago
Should you downgrade the US in your portfolio?
Episode 151
In this episode, the discussion kicks off with Moody’s downgrade of the U.S. sovereign rating from AAA to AA1 and examines the implications of the so…
1 year, 4 months ago
Will tariffs lead to second-round inflation impacts?
Episode 150
In this episode, Dr. Mo examines how Section 232 tariffs are not causing traditional cost-push inflation but are instead amplifying supply-side const…
1 year, 4 months ago
How did the US economy perform during the peak of the trade war in April?
Episode 149
This podcast explores the resilience of the U.S. economy during the height of the trade war in April. Despite pronounced tariff shocks, high-frequenc…
1 year, 4 months ago
Will “SALTY Republicans” knock over Bessent’s three-legged stool?
Episode 148
In today's video, Darius answers the following question: Will “SALTY Republicans” knock over Bessent’s three-legged stool?
1 year, 4 months ago
Is it too late to position for Paradigm C?
Episode 147
This podcast examines the current shift from Paradigm B to Paradigm C in U.S. economic policy, highlighting why it isn’t too late for investors to po…
1 year, 4 months ago
Who’s right—President Trump or Fed Chair Powell?
Episode 146
This podcast examines the contrasting views on monetary policy between President Trump and Fed Chair Powell, ultimately endorsing Powell’s cautious s…
1 year, 4 months ago