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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 2026 All rights reserved. Finances personnelles Économie
Épisodes
  • What does the breakdown in legacy software stocks signal about the US labor market?

    What does the breakdown in legacy software stocks signal about the US labor market?
    Feb 3 2026
    Today’s Macro Minute examines what the sharp breakdown in legacy software stocks is signaling about the U.S. labor market. Darius explains why accelerating AI adoption, SaaS disruption, and corporate cost pressures are reinforcing the risk of a jobless recovery—particularly for younger and less experienced workers—while labor hoarding persists at the top of the market.
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    17 min
  • Have the plunges in precious metals prices concluded?

    Have the plunges in precious metals prices concluded?
    Feb 2 2026
    Markets are grappling with sharp cross-asset volatility as investors reassess U.S. monetary policy uncertainty following the nomination of Kevin Warsh as Fed Chair. Today’s Macro Minute breaks down why recent moves in precious metals and crypto reflect uncertainty—not a confirmed regime shift—and why disciplined, systematic risk management remains critical.
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    10 min
  • Is the productivity story more important than the Fed?

    Is the productivity story more important than the Fed?
    Jan 29 2026
    Darius explains why productivity—not the Federal Reserve—is now the dominant driver of markets. He breaks down how AI-driven layoffs are boosting margins, accelerating disinflation, and reshaping the investment landscape, and why systematic risk management remains essential amid Fourth Turning volatility.
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    12 min
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