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Will the Kevin Warsh Fed be friend or foe in the years to come?
Episode 365
Today we examine whether the Kevin Warsh Fed will ultimately be a friend or foe to investors as policymakers work to transition the U.S. economy away…
2 months, 2 weeks ago
Is the Fed done with K-shaped monetary policy?
Episode 364
We examine whether the Federal Reserve is beginning to move away from decades of K-shaped monetary policy following Chair Kevin Warsh's congressional…
2 months, 2 weeks ago
Should the Fed tighten monetary policy in 2026?
Episode 363
Today's Macro Minute explores whether the Federal Reserve should tighten monetary policy in 2026 following June's softer-than-expected CPI report. Da…
2 months, 2 weeks ago
Will Q2 earnings season be a sell-the-news catalyst for stocks broadly?
Episode 362
We explore whether Q2 earnings season could become a broader "sell-the-news" catalyst for equities as elevated AI expectations collide with rising ri…
2 months, 2 weeks ago
Will Japan break the Treasury bond market?
Episode 361
Today's Macro Minute explores why Japan's evolving fiscal and monetary policies could have far-reaching implications for global capital flows and the…
2 months, 3 weeks ago
Should investors stop using the Mag-7 as a Source of Funds?
Episode 360
We explore whether investors should continue using the Mag-7 as a Source of Funds amid rising geopolitical tensions and an increasing probability of …
2 months, 3 weeks ago
Will Q2 earnings season be a sell-the-news catalyst for AI stocks?
Episode 359
Today's Macro Minute explores whether the upcoming Q2 earnings season could become a "sell the news" catalyst for AI stocks. While 42 Macro remains b…
2 months, 3 weeks ago
Will the Fed spoil the good times soon?
Episode 358
Darius explains why markets may be underestimating the risk of tighter Fed balance sheet policy, why sticky inflation remains the more important trad…
2 months, 3 weeks ago
Should the Fed hike rates in 2026?
Episode 357
Darius Dale explains why the Fed should rely on balance sheet policy—not rate hikes—to address persistent inflationary pressures, while examining wha…
3 months ago
Is Fed Chair Warsh’s sanguine take on US inflation dynamics appropriate?
Episode 356
Is Fed Chair Kevin Warsh too optimistic on inflation? Darius explains why peaking inflation is not the same as sticky inflation, how AI-driven capita…
3 months ago