Épisodes

  • Why aren’t bears getting paid despite fresh evidence of sticky inflation and an unraveling labor market in the US economy?

    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?

    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?

    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
  • Who is right about the Fed, Treasury Secretary Scott Bessent or Citadel Founder and CEO, Ken Griffin?

    Who is right about the Fed, Treasury Secretary Scott Bessent or Citadel Founder and CEO, Ken Griffin?
    Sep 8 2025
    Today, Darius Dale breaks down the growing political instability across global economies—and what it means for bond yields, Fed independence, and investor positioning. With major leadership shakeups in Japan, the UK, and France, and rising pressure on the Fed from both Scott Bessent and Ken Griffin, the market is being forced to reckon with fiscal dominance and a shifting macro landscape. Darius explains why long-end yields may keep rising, why the Fed’s arbitrary 2% inflation target may be outdated, and how KISS and Dr. Mo help investors stay disciplined in the noise.
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    9 min
  • Is the US Labor Market About to Implode?

    Is the US Labor Market About to Implode?
    Sep 5 2025
    Darius breaks down why a weak jobs report reinforces the soft landing view — and opens the door for a 50bps “catch-up” cut on September 17th. He unpacks how KISS and Dr. Mo keep investors positioned to ride the year-end rally.
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    11 min
  • Will the global bond selloff end our Paradigm C bull market?

    Will the global bond selloff end our Paradigm C bull market?
    Sep 3 2025
    Today, Darius Dale explores why the current global bond sell-off won’t derail the Paradigm C bull market over a medium-to-long-term time horizon. With deficits growing, Fed independence eroding, and bonds turning into risk assets, he explains why equities, gold, and Bitcoin remain the core plays — and how KISS and Dr. Mo keep investors on the right side of risk.
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    10 min
  • Will legal checks and balances fuel more Paradigm C upside?

    Will legal checks and balances fuel more Paradigm C upside?
    Sep 2 2025
    In today's Macro Minute, Darius returns to explore whether legal checks on President Trump’s agenda could extend the Paradigm C rally. With recent court rulings slowing tariffs and immigration crackdowns, the path clears for Fed easing and a potential Q4 melt-up. Plus, Darius tackles a new subscriber's inquiry surrounding market timing—and shows how KISS and Dr. Mo help investors stay on the right side of risk, with confidence.
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    9 min
  • Is investor consensus adequately positioned for regime change at the Fed?

    Is investor consensus adequately positioned for regime change at the Fed?
    Aug 26 2025
    Darius Dale explains why investors are unprepared for regime change at the Fed. With real short rates headed lower and yield curve control looming, the playbook is shifting: risk assets and gold have right-tail upside, while the dollar faces left-tail risk. Plus, hear how 42 Macro’s KISS framework gives investors the confidence to stay invested and retire on time, comfortably.
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    12 min