The Macro Minute with Darius Dale
by 42 Macro
Latest episode
Anthropic and CoreWeave Signal Renewed Enthusiasm for AI
Anthropic and CoreWeave Signal Renewed Enthusiasm for AI
About this podcast
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.
Episodes
The newest 50 of 422 episodes
- Anthropic and CoreWeave Signal Renewed Enthusiasm for AI · 11 min · Episode 422The 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.
- What Does the October CPI Data Mean for Investors? · 9 min · Episode 421The 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.
- Would Hegseth's Potential Impeachment Help End the War? · 10 min · Episode 420The 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.
- Is a Near-Term Fed Put Off the Table? · 7 min · Episode 419The 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.
- Q3 Nonfarm Productivity Data Challenges the Inflation Regime · 8 min · Episode 418The 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.
- What Do the Midterm Results Mean for Investors? · 10 min · Episode 417The 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.
- Could the Midterms Trigger a Politically Induced Data-Center Slowdown? · 6 min · Episode 416The 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.
- SK Hynix’s Booming Profits Signal Medium-Term Strength and Long-Term Secular Deflation Risk · 13 min · Episode 415The 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.
- Are Markets Underpricing the Coming Wave of Redistributive Policies? · 8 min · Episode 414The 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.
- Has Selective AI Appetite Reduced the Risk of a Secular Bear Market? · 5 min · Episode 413The 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.
- What Does Japan’s September CPI Data Mean for Investors? · 7 min · Episode 412The 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.
- Is Investor Fatigue Catching Up With Big Tech? · 5 min · Episode 411The 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.
- SpaceX’s Results and Anthropic’s S-1 Filing Challenged the Risk-off INFLATION Regime · 5 min · Episode 410The 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.
- How Does Deteriorating Housing Data Affect the INFLATION Regime? · 1 min · Episode 409The 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.
- September CPI Revives Inflation Concerns · 6 min · Episode 408The 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.
- CXMT’s Breakthrough Threatens Global Chipmakers · 6 min · Episode 407The 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.
- The ISM Services Report Challenges the Consensus Outlook · 7 min · Episode 406The 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.
- The Fed Will Not Truncate This Business Cycle or Succeed in Its Price-Stability Mandate · 4 min · Episode 405The 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.
- Can we trust the August PCE and Q2 GDP data regarding the health of the US economy? · 5 min · Episode 404The 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.
- Are we at peak good news regarding inflation? · 6 min · Episode 403The 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.
- Is the US labor market healthy? · 8 min · Episode 402The 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.
- Are Bessent and Zervos cooking up a Fed-Treasury Accord 2.0? · 5 min · Episode 401The 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.
- What must the US do to prevent losing to China in the manufactured “AI race,” part II? · 9 min · Episode 400The 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.
- Are asset markets on the precipice of a “Santa Trump” rally? · 6 min · Episode 399The 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.
- What must the US do to prevent losing to China in D.C. and Silicon Valley’s manufactured “AI race”? + Darius’s book recommendations · 12 min · Episode 398The 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.
- Is the Fed serious about price stability? · 7 min · Episode 397The 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.
- Does the Kevin Warsh Fed want investors to buy stocks or bonds? · 8 min · Episode 396The 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.
- Can the US grow its way out of the “debt disease” if politics slow AI development? · 12 min · Episode 395The 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.
- Will the uptrend in global liquidity be sustained? · 6 min · Episode 394The 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.
- Is Secretary Bessent “the house” or a mere player at the casino? · 6 min · Episode 393The 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.
- Will the Fed, ECB, and BOJ cause problems for investors this fall? · 5 min · Episode 392The 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.
- Will faster BOJ rate hikes trigger a correction in global stocks? · 9 min · Episode 391The 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.
- Can the current risk-on Market Regime condition survive 1-2 rate hikes? · 7 min · Episode 390The 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.
- Will Paradigm C, a.k.a. “Run It Hot” break the global bond market? · 6 min · Episode 389The 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.
- Will Bessent and Warsh introduce the “Fedsury” at the G20 this week? · 5 min · Episode 388The 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.
- Will Fed Chair Warsh ruin NVIDIA’s profits party tomorrow? · 9 min · Episode 387The 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.
- Is our stock market bubble thesis intact? · 7 min · Episode 386The 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.
- Who’s right: Druckenmiller or Bessent? · 9 min · Episode 385The 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.
- Is Bessent’s Bridge long enough to prevent a deep correction in stocks, part III? · 5 min · Episode 384The 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.
- Will Republicans be forced to "tax the rich"? · 8 min · Episode 383The 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.
- Will increased competition for capital cause a correction in stocks? · 3 min · Episode 382The 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.
- Is the cost of capital too cheap? · 4 min · Episode 381The 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.
- Is the AI capex bubble’s increasing reliance on circular financing bullish or bearish? · 7 min · Episode 380The 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.
- Should investors be sanguine amid the transition from earnings season to macro season? · 4 min · Episode 379The 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.
- Will the labor market get left behind by the stock market on a permanent basis? · 9 min · Episode 378The 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.
- Is Treasury Secretary Bessent bailing out the market (again)? · 6 min · Episode 377The 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.
- Is the US Treasury still supporting the 42 Macro Paradigm C Bull Market™? · 6 min · Episode 376The 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.
- Is the US labor market tight or loose? · 5 min · Episode 375The 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.
- Will Japan force the Fed to Ctrl+P? · 4 min · Episode 374The 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.
- Is the US economy running hot or cold? · 8 min · Episode 373The 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.
