Page de couverture de The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

Auteur(s): 42 Macro
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À propos de cet audio

The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.Copyright 2025 All rights reserved. Finances personnelles Économie
Épisodes
  • Why aren’t bears getting paid despite fresh evidence of sticky inflation and an unraveling labor market in the US economy?
    Sep 11 2025
    Despite sticky inflation and labor weakness, bears still are not getting paid—because Paradigm C remains in control. Darius breaks down why investors should fade fear, trust the signals, and watch for what a Fourth Turning youth revolution might mean for what comes next.
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    10 min
  • Is consensus still wrong about tariffs?
    Sep 10 2025
    In today's Macro Minute, Darius explains why the August PPI data signals consensus is still wrong on tariffs. Despite fears of tariff-driven inflation, the data supports 42 Macro’s long-held Paradigm C view—resilient growth, sticky inflation, and upside risk for risk assets. He also unpacks a client question on how major employment data revisions could reshape the economic narrative and reinforce the U-shaped recovery.
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    16 min
  • What are small business and consumers currently saying about the US economy?
    Sep 9 2025
    Darius Dale unpacks what small businesses and consumers are saying about the U.S. economy—and why sticky inflation and rising capital costs could force the Fed to act. With the U-Shaped Economy still in play, KISS and Dr. Mo keep investors positioned for what’s next.
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    13 min
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