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
Escúchala gratis

Acerca de esta escucha

 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
  • What Matters More—Tariff Negotiations or Treasury Auctions?

    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.
    Más Menos
    8 m
  • Are investors too complacent about Wednesday's reciprocal tariff deadline?

    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.
    Más Menos
    12 m
  • Is the US labor market still resilient?

    Is the US labor market still resilient?
    Jul 3 2025
    In today's Macro Minute, Darius unpacks the July jobs report and shares 10 key takeaways affirming the resilience of the U.S. labor market and the durability of the U-shaped economy. He connects these insights to Paradigm C, explains why retail investors should keep it simple with KISS, and addresses client questions on small caps vs. large caps. The episode closes with a powerful reminder: while consensus obsesses over near-term risks, disciplined investors should stay focused on the forest—not the trees.
    Más Menos
    15 m
Todavía no hay opiniones