Podcast Episodes
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Is It Time to Buy the Dip?
Episode 135
This podcast from 42 Macro delves into whether current market conditions justify 'buying the dip.' It discusses the modest rebound in U.S. equities p…
1 year, 5 months ago
Will the Trump administration’s policies trigger a balance of payments crisis?
Episode 134
This episode examines the macroeconomic risks posed by the Trump administration’s policies, including the potential for a balance of payments crisis …
1 year, 5 months ago
Will the Fed HIKE rates during an economic downturn like an EM central bank?
Episode 133
This podcast episode explores whether the Fed could be compelled to hike rates during an economic downturn, drawing parallels to emerging market cent…
1 year, 5 months ago
Will risk assets retest the lows?
Episode 132
This podcast explores the macro implications of the Trump administration’s shift to a 'de-escalate' phase and its potential to trigger a short-term r…
1 year, 5 months ago
Is President Trump catalyzing a “golden age” of investing in non-US assets & GLD?
Episode 131
In this episode, the discussion centers on whether President Trump’s policies and the U.S.'s structural vulnerabilities are driving a shift towards i…
1 year, 5 months ago
Is President Trump losing his own trade war?
Episode 130
Darius examines how temporary tariff exemptions and bond market dynamics signal a weakening stance in Trump's trade war, noting that China’s strong p…
1 year, 5 months ago
Is this the beginning of the end of the U.S.’s exorbitant privilege?
Episode 129
In this episode, experts analyze a turning point in U.S. fiscal and geopolitical policy as the dollar hits a six‐month low, gold surges past $3,200/o…
1 year, 5 months ago
Did the bond market break President Trump?
Episode 128
This episode explores whether recent bond market movements—marked by rising Treasury yields and a delay in tariff hikes—signal that President Trump’s…
1 year, 5 months ago
Is the US heading into another emerging crisis that forces the Fed to supply QE?
Episode 127
In this episode, 42 Macro explores the possibility that a breakdown in U.S. Treasury markets could force the Federal Reserve into quantitative easing…
1 year, 5 months ago
Tradeable Low or Market Bottom—Round II?
Episode 126
This episode explores the market's response following a 20% decline in the S&P 500, where the ensuing rally is seen as a tradeable low rather than th…
1 year, 5 months ago