The Macro Minute with Darius Dale

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.

  1. Why should investors pay more attention to the US housing market?

    1D AGO

    Why should investors pay more attention to the US housing market?

    Today’s Macro Minute dives into why investors should pay closer attention to the U.S. housing market. Weakness in home prices and building permits highlight structural fragilities that reinforce our call for structural regime change at the Fed. We also discuss how credit availability, fiscal dominance, and Paradigm C shape the outlook—and wrap up with a powerful client testimonial on building trust and staying on the right side of market risk.

    11 min
  2. Should you be concerned about the pending US government shutdown?

    2D AGO

    Should you be concerned about the pending US government shutdown?

    Darius breaks down why investors should not be concerned about the looming U.S. government shutdown. Shutdowns create headlines, not macro signals—growth, inflation, policy, liquidity, and positioning remain the true drivers. Darius explains how the KISS and Dr. Mo frameworks keep portfolios positioned to outrun both inflation and monetary debasement, while avoiding overreaction to political theater.

    10 min
  3. Is the US consumer helping or hurting our Paradigm C bull market?

    5D AGO

    Is the US consumer helping or hurting our Paradigm C bull market?

    Darius Dale tackles the $64 trillion question: is the U.S. consumer helping or hurting the Paradigm C bull market? August PCE data showed resilient spending but weakening income and wages, reinforcing our U-Shaped Economy thesis. With sticky inflation fully priced and deflationary housing trends emerging, the Fed’s structural regime shift toward easier policy remains intact.

    10 min
  4. Is the US economy too resilient?

    6D AGO

    Is the US economy too resilient?

    In today’s Macro Minute, Darius Dale tackles the question: Is the U.S. economy too resilient? While headline GDP and job data appear strong, deeper analysis reveals weakness beneath the surface, with growth increasingly dependent on government-driven employment. We break down why this supports the U-shaped economy thesis, what it means for Fed policy, and how investors should stay positioned with 42 Macro’s KISS model.

    7 min
  5. Is the stock market about to bubble?

    SEP 24

    Is the stock market about to bubble?

    Today’s Macro Minute tackles the question: Is the stock market about to bubble? With the S&P 500 surging 34% since April, signs of euphoria are hard to ignore. But under Paradigm C, the rally still has room to run. We break down what this means for portfolios, why KISS remains fully allocated, and how Dr. Mo signals keep investors on the right side of market risk.

    15 min
  6. Did Fed Governor Stephen Miran do enough to support our Paradigm C bull market?

    SEP 23

    Did Fed Governor Stephen Miran do enough to support our Paradigm C bull market?

    In today’s Macro Minute, Darius breaks down Fed Governor Stephen Miran’s pivotal speech at the Economic Club of New York and what it means for Paradigm C. Miran reframed his dovish outlook as grounded in economic theory, signaling a gradual structural regime change at the Fed. We discuss why this evolution supports risk assets, what the bond market’s reaction tells us, and how the KISS portfolio remains positioned to outperform as financial repression deepens.

    11 min
  7. Markets are allegedly “priced to perfection;” what could go wrong?

    SEP 22

    Markets are allegedly “priced to perfection;” what could go wrong?

    Despite record equity highs, compressed credit spreads, and $15 trillion added to the S&P 500 since April, the macro backdrop remains broadly supportive. Five of six key macro cycles are improving, with only positioning stretched—more an accelerant than a catalyst. Darius also addresses a client question on whether additional Fed rate cuts would stoke inflation, explaining why structural shifts and a potential capex-driven cycle suggest otherwise.

    11 min
  8. Will BOJ policy normalization upend our Paradigm C bull market?

    SEP 19

    Will BOJ policy normalization upend our Paradigm C bull market?

    Today’s Macro Minute explores whether the Bank of Japan’s policy normalization threatens our Paradigm C bull market, why we believe it actually supports risk assets, and how 42 Macro helps level the playing field for investors through KISS, Dr. Mo, and mission-driven risk management.

    15 min
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About

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.

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