Podcast Episodes
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42 Macro Overview: Market Regime Updates & Portfolio Strategy
Episode 85
This podcast episode covers key macro questions and answers regarding recent process improvements implemented on January 22nd. It discusses the impac…
1 year, 8 months ago
Navigating Policy-Driven Market Volatility and Global Risks
Episode 84
This episode addresses key macro questions surrounding how long markets can withstand policy-driven volatility, focusing on the impact of tariffs on …
1 year, 8 months ago
Macro Economic Insights & Defensive Portfolio Strategy
Episode 83
This podcast delves into key macro questions assessing the health of the U.S. and global economies, with a detailed look at data from the U.S., Euroz…
1 year, 8 months ago
Key Macro Questions: Is Consensus Too Bearish?
Episode 82
In this episode, 42 Macro explores whether market consensus turned too bearish in light of disinflation evidence from recent earnings releases and co…
1 year, 8 months ago
Navigating Inflation and Market Volatility in 2025
Episode 81
This podcast examines whether the disinflation process remains intact based on mixed December CPI data and projections from leading indicators and mo…
1 year, 8 months ago
Macro Strategies: Tariffs, Inflation, and Market Regimes
Episode 80
This podcast explores key macro questions on whether President Trump will favor Wall Street over Main Street, spotlighting a phased tariff rollout as…
1 year, 8 months ago
Global Divergence Themes: Navigating Policy and Portfolio Strategies
Episode 79
In this episode, key macro questions are explored, focusing on global divergences in growth, inflation, and monetary policies. The discussion contras…
1 year, 8 months ago
Macro Analysis: Labor Market Moderation and Market Volatility
Episode 78
This episode dives into key macro questions about how stocks might react as the labor market moderates. It covers the surprising outcomes from the De…
1 year, 8 months ago
Macro Market Insights: DOGE, Inflation, and the REFLATION Regime
Episode 77
This podcast examines pressing macroeconomic questions, including whether the Department of Government Efficiency (DOGE) can rescue the bond market a…
1 year, 8 months ago
Navigating Macro Trends: Policy, Inflation, and Global Liquidity
Episode 76
This episode explores pressing macroeconomic questions including the ECB’s approach to persistent inflation, President Trump’s tariff policy and its …
1 year, 8 months ago