Podcast Episodes
Back to Search
Technical recession or actual recession?
Episode 125
Darius explains how recent policy moves such as significant tariff hikes are pushing the US economy toward a real recession. In this podcast, he exam…
1 year, 6 months ago
Will Liberation Day Make America Wealthy Again at the Expense of Global Wall Street?
Episode 124
In this episode, the discussion centers on President Trump’s anticipated sweeping reciprocal tariffs aimed at redefining U.S. trade policies. Listene…
1 year, 6 months ago
Tradable Low or Durable Bottom? Macro Insights on Recent Market Reversal
Episode 123
In this episode, 42 Macro examines Monday’s intraday reversal in the S&P 500—from a -1.7% dip to a +0.6% rebound—to debate whether the event represen…
1 year, 6 months ago
Will Trump’s ‘Liberation Day’ Transform Global Trade Policy?
Episode 122
In this episode, the discussion centers on President Trump’s ambiguous ‘Liberation Day’ and its potential to redefine global trade policy. The analys…
1 year, 6 months ago
Will tax cuts bail out the slowing U.S. economy?
Episode 121
In this podcast, the discussion centers on whether tax cuts can rescue the sluggish U.S. economy, with an expectation of an eventual, though delayed,…
1 year, 6 months ago
Revisiting the Trump Put: Macro Implications and Portfolio Strategies
Episode 120
This podcast explores how shifts in President Trump's tariff rhetoric suggest a revised (higher) Trump Put strike price, potentially altering market …
1 year, 6 months ago
Navigating a Complex Macroeconomic Landscape
Episode 119
This podcast delves into the current macroeconomic outlook by discussing factors including growth, inflation, policy, and market positioning. The con…
1 year, 6 months ago
Macro Market Outlook: Tariffs, Inflation, and Earnings Risks
Episode 118
This episode dives deep into the current macroeconomic landscape, questioning whether consensus earnings estimates are too optimistic amid uncertaint…
1 year, 6 months ago
Evaluating the 'Trump Put' and Tariff Strategies in Today's Market
Episode 117
This podcast episode delves into whether the 'Trump put' is close to being activated, driven by speculation around more surgical tariffs dubbed 'Libe…
1 year, 6 months ago
Fed Liquidity, SLR Adjustments, and the QE Debate
Episode 116
In this podcast, the discussion centers on the macro question of when the Fed might provide liquidity via QE. The conversation reviews the outcomes o…
1 year, 6 months ago