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Macro Data & Policy Update: Navigating Q1 and Q2
Episode 75
This episode dives into the impact of the first full slate of economic and policy data in a while, setting the stage for market direction in Q1 and Q…
1 year, 8 months ago
Macro Minute: January 3, 2025
Episode 74
In this episode, the discussion centers on whether consensus earnings estimates and market return expectations are overly optimistic, noting that whi…
1 year, 8 months ago
Market Consensus and Portfolio Strategy Update
Episode 73
This podcast explores key macro questions and provides an in-depth analysis of consensus trends heading into 2025. Topics include US exceptionalism, …
1 year, 9 months ago
Will 2025 Resemble 2024? Global Macro Outlook and Market Implications
Episode 72
This episode delves into a key macro question: Will 2025 resemble 2024? The discussion covers significant global macro shifts including tax cuts, inc…
1 year, 9 months ago
Will DOGE Achieve Significant Deficit Reduction?
Episode 71
This podcast examines the macro factors influencing whether DOGE can significantly reduce the deficit. The discussion highlights that deficit reducti…
1 year, 9 months ago
Welcome to 42 Macro
Episode 1
Global Wall Street’s leader in macro risk management. Revolutionize Your Investment Strategy with 42 Macro. Our focus is to provide meaningful analys…
1 year, 9 months ago
How Inevitable is a Too-Strong U.S. Dollar? (Part II)
Episode 70
The podcast explores the macroeconomic and policy factors underpinning the current uptrend of the U.S. dollar over the medium term. Key themes includ…
1 year, 9 months ago
Macro Insights: FOMC Decisions, Debt Ceiling Risks, and Market Regimes
Episode 69
In this episode, the discussion delves into whether the Fed maintains an asymmetrically dovish reaction function, the implications of potential disru…
1 year, 9 months ago
Fed's Dovish Stance, Macro Questions, and Market Regimes
Episode 68
This podcast dives into critical macro questions, particularly focusing on when the Fed might end its asymmetrically dovish reaction function. The di…
1 year, 9 months ago
U.S. Economy Outlook: Navigating Between No Landing and Soft Landing
Episode 67
This podcast dives into the latest November data, highlighting strong retail and auto sales versus weaker industrial production, and discusses how th…
1 year, 9 months ago