Podcast Episodes
Back to Search
Did NVIDIA $NVDA and Walmart $WMT signal enough to support a continuation of the rally?
Episode 335
We look into the high-profile earnings results from Nvidia and Walmart to answer a critical question: Are these corporate giants signaling a continua…
4 months, 1 week ago
Is the stock market mispriced?
Episode 334
In today's Macro Minute, Darius Dale discusses whether the stock market is mispriced, explaining that 42 Macro’s focus is on reacting to trending her…
4 months, 1 week ago
Are investors too all in on AI?
Episode 333
In this episode, we break down why investor positioning around AI may be reaching euphoric extremes, with fund managers now the most bullish they’ve …
4 months, 1 week ago
Is the US economy being run too hot, Pt. III?
Episode 332
Darius breaks down why the U.S. economy may be running too hot from the perspective of the monetary policy and liquidity cycles, and why that backdro…
4 months, 2 weeks ago
Is this the start of a correction or crash?
Episode 331
Darius tackles the burning question on every investor's mind: Is this recent volatility the start of a market crash or just a healthy correction? We …
4 months, 2 weeks ago
Where are we in the global liquidity cycle?
Episode 330
We dive deep into the current state of the global liquidity cycle, which has remained on a steady expansionary trend since the start of 2025. We anal…
4 months, 2 weeks ago
Is the US economy being run too hot, Pt. II?
Episode 329
Darius explains why the April PPI report reinforces 42 Macro’s long-standing Sticky Inflation theme and why rising bond issuance could eventually for…
4 months, 2 weeks ago
Is the US economy being run too hot?
Episode 328
In today's Macro Minute, we break down what nominal GDP tracking above 10% on a three-month annualized basis means for your portfolio — and why inves…
4 months, 2 weeks ago
Will President Trump anchor on soaring stock prices or soaring gas prices in negotiations with China and Iran this week?
Episode 327
Darius examines whether President Trump will prioritize soaring stock prices or rising gas prices as negotiations with China and Iran intensify.
4 months, 3 weeks ago
Is US productivity growth still booming?
Episode 326
We focus on whether the recent slowdown in US productivity growth undermines 42 Macro’s long-term “Productivity Boom” thesis. Darius argues that whil…
4 months, 3 weeks ago