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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 2025 All rights reserved. Finances personnelles Économie
Épisodes
  • Is Bitcoin’s US-policy-driven breakout to a fresh all-time high supported by global liquidity dynamics?
    Jul 14 2025
    Bitcoin breaks to new highs, but is the rally built to last? Darius Dale explores the policy-driven surge in crypto, a fresh wave of global liquidity from China, and the deepening stress in global bond markets. Learn why structural volatility is rising—and why KISS remains your best defense (and offense) in this new era of fiscal dominance.
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    10 min
  • What Matters More—Tariff Negotiations or Treasury Auctions?
    Jul 8 2025
    In today's episode, Darius breaks down the market implications of President Trump’s sweeping tariff threats and the brewing pressure in global bond markets. With a delayed August 1st implementation window, trade negotiations are expected to resolve favorably, but rising Treasury supply and foreign buyer retreat signal deeper structural issues. Darius also answers a key client question about why the KISS portfolio excludes non-U.S. equities—and reminds investors how to customize exposures using 42 Macro’s institutional-grade tools.
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    8 min
  • Are investors too complacent about Wednesday's reciprocal tariff deadline?
    Jul 7 2025
    Darius kicks off the week with a sharp take on why investors shouldn’t overreact to tariff headlines, political shakeups, or Tesla’s pullback. He unpacks how wealth concentration, structural inequality, and fiscal policy are reshaping the investment landscape—and why yield curve control may be inevitable. Plus, he tackles a timely client question on tax strategy within the KISS portfolio. A must-listen for navigating risk in today’s Fourth Turning macro regime.
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    12 min

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