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Is the US labor market tight or loose?
Episode 375
Today, Darius examines the conflicting signals emerging from the latest JOLTS report, explaining why slowing labor market turnover and shrinking labo…
1 month, 4 weeks ago
Will Japan force the Fed to Ctrl+P?
Episode 374
Darius examines how Japan's evolving reflation agenda and shifting global capital flows are creating structural pressure on the U.S. Treasury market.…
1 month, 4 weeks ago
Is the US economy running hot or cold?
Episode 373
Darius Dale explains why the underlying economic data continue to support a "Run It Hot" regime despite the market's dovish interpretation of GDP and…
2 months ago
Are the hyperscalers too cheap to keep selling?
Episode 372
We examine how the AI investment boom is transforming hyperscalers into increasingly capital-intensive businesses, why investors are becoming less to…
2 months ago
Does AI have a circular financing problem?
Episode 371
Darius Dale examines the growing financing risks behind the AI infrastructure buildout, why credit markets are beginning to price those risks more ag…
2 months ago
Is the global cost of capital too low?
Episode 370
We examine why the global cost of capital remains too low despite mounting signs of tightening global liquidity. Darius also explains how structurall…
2 months, 1 week ago
Why has Q2 earning season been a sell-the-news catalyst for AI stocks?
Episode 369
Today's Macro Minute examines why Q2 earnings season has become a sell-the-news catalyst for AI stocks. Darius explains how rising AI capital expendi…
2 months, 1 week ago
Does AI have a women and young people problem?
Episode 368
We explore the growing political risks surrounding artificial intelligence as public sentiment continues to shift against the technology. Darius exam…
2 months, 1 week ago
What's more likely: a short squeeze, correction, sustained recovery, or crash?
Episode 367
Darius explores what is most likely for markets next: a short squeeze, correction, sustained recovery, or crash. All four outcomes are possible—in th…
2 months, 1 week ago
Will intensifying competition from China's low-cost AI competitors cause US hyperscalers to reassess their capital allocation decisions?
Episode 366
Today's Macro Minute examines the growing risk that China's low-cost AI competitors could eventually force U.S. hyperscalers to reassess their AI cap…
2 months, 1 week ago