The Macro Minute with Darius Dale Podcast Por 42 Macro arte de portada

The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

De: 42 Macro
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 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. Economía Finanzas Personales
Episodios
  • Is Paradigm C Bullish for Stocks but Bearish for Bonds and the Dollar?

    Is Paradigm C Bullish for Stocks but Bearish for Bonds and the Dollar?
    May 22 2025
    This episode explores the macroeconomic and market impact of the shift to 'Paradigm C' following the One Big Beautiful Bill Act. The hosts discuss a regime that combines monetary and fiscal fuel with supply-side measures, creating a structurally bullish backdrop for equities, gold, and Bitcoin but a bearish outlook for Treasuries and the U.S. dollar. The portfolio strategy remains fully risk-on, supported by resilient economic data and liquidity, with caution around disorderly bond repricing and persistent inflation. Listener questions probe the effect of a higher inflation target on real interest rates and economic growth. Tune in for sector positioning, risk signals, and a deep dive into how aligning policy with reality could help Wall Street and Main Street thrive together.
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    16 m
  • What is the weak U.S. dollar signaling for broader asset markets?

    What is the weak U.S. dollar signaling for broader asset markets?
    May 21 2025
    In this episode, experts explore the implications of a weakening U.S. dollar amid speculation of policy shifts at the upcoming G7 summit, particularly under the Trump administration’s approach to enhancing manufacturing competitiveness. The discussion delves into how coordinated currency policies, alongside populist fiscal expansion, align with broader market trends such as rising multinational earnings and bullish risk assets. Listeners gain insights into the KISS portfolio’s strategic shifts—illustrated by recent moves into Bitcoin and the S&P 500—as well as systematic models (like Dr. Mo and the GRID and Macro Weather Models) that guide market positioning in a REFLATION regime. The podcast also examines risks such as potential yen carry trade unwinds and the evolving landscape of structural fiscal challenges, offering a comprehensive view of current and future asset market dynamics.
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    9 m
  • The Macro Minute

    The Macro Minute
    May 20 2025
    The Macro Minute
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    10 m
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