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The Macro Minute with Darius Dale
42 Macro
R&B Music News Today | 2 Min News | The Daily News Now!
The Daily News Now!
2 Broke Twimbos
Phil Chard & Danny that Guy
RealClearPolitics Podcast
RealClearPolitics, Carl Cannon, Tom Bevan
หลวงพ่อพระมหาดิเรก พุทธยานันโท Podcast
บ้านเพียงเพื่อรู้
Martha Debayle
Martha Debayle
Martha Debayle
Martha Debayle
And That's Why We Drink
Christine Schiefer, Em Schulz | Para Pods
FactSet Evening Market Recap
Factset
The Tyler Wood Encounter
Tyler Wood
Bloomberg Surveillance
Bloomberg
The Daily Horoscope
The Daily Horoscope
CNBC Business News Update
CNBC
The Real Eisman Playbook
Steve Eisman
Clear, Understandable Bible Teaching
Tom Hilpert
El Horóscopo Diario
El Horóscopo Diario
Wall Street Now
ABC News
GEMINI DAILY HOROSCOPE
GEMINI DAILY HOROSCOPE
Alex Jones Network Shows Commercial Free - RonGibsonChannel on Odysee
Alex Jones Network Shows Commercial Free - RonGibsonChannel
The Dominic Carter Show
Podcast WABCRadio
Nostalgia Trap
David Parsons
The Eastern Border
Kristaps Andrejsons
The Auron MacIntyre Show
Blaze Podcast Network
Locked On ACC - Daily College Football & Basketball Podcast
Locked On Podcast Network, Candace Cooper, Kenton Gibbs
SAGITTARIUS DAILY HOROSCOPE
SAGITTARIUS DAILY HOROSCOPE
TRASHFUTURE
TRASHFUTURE
The Flyover Podcast
Join The Flyover
Cacharreogeek
Cacharreogeek
The Eastern Border
Curonian
Cinco continentes
Radio 5
The Vignette Effect
Raquel Furman
Ron Paul Liberty Report
Ron Paul
The Offside Line Podcast: The First for Scottish Rugby
David Barnes & Peter Burns
Murph & Andy
Iowa Everywhere
Trump's Terms
NPR
Capitol Cast: Illinois
Capitol News Illinois
خوانشهای گنجور
Todo
42 Macro
We examine why the global cost of capital remains too low despite mounting signs of tightening global liquidity. Darius also explains how structurally elevated nominal GDP growth, depressed global savings growth, and int...
Today's Macro Minute examines why Q2 earnings season has become a sell-the-news catalyst for AI stocks. Darius explains how rising AI capital expenditures, weakening free cash flow, and intensifying competition for scarc...
We explore the growing political risks surrounding artificial intelligence as public sentiment continues to shift against the technology. Darius examines why women and younger Americans have become increasingly skeptical...
Darius explores what is most likely for markets next: a short squeeze, correction, sustained recovery, or crash. All four outcomes are possible—in that order—as record bearish positioning could first fuel a short squeeze...
Today's Macro Minute examines the growing risk that China's low-cost AI competitors could eventually force U.S. hyperscalers to reassess their AI capital spending, a development that could challenge the market's elevated...
Today we examine whether the Kevin Warsh Fed will ultimately be a friend or foe to investors as policymakers work to transition the U.S. economy away from decades of K-shaped monetary policy. Darius explains why 42 Macro...
We examine whether the Federal Reserve is beginning to move away from decades of K-shaped monetary policy following Chair Kevin Warsh's congressional testimony. Darius also explains why 42 Macro believes Warsh is pursuin...
Today's Macro Minute explores whether the Federal Reserve should tighten monetary policy in 2026 following June's softer-than-expected CPI report. Darius explains why slowing inflation has reduced the probability of near...
We explore whether Q2 earnings season could become a broader "sell-the-news" catalyst for equities as elevated AI expectations collide with rising risks of downward AI capex revisions and a potentially more hawkish Feder...
Today's Macro Minute explores why Japan's evolving fiscal and monetary policies could have far-reaching implications for global capital flows and the U.S. Treasury market. Darius explains how Japan's push toward durable ...
We explore whether investors should continue using the Mag-7 as a Source of Funds amid rising geopolitical tensions and an increasing probability of a risk-off market regime. Darius also explains why the long-term AI the...
Today's Macro Minute explores whether the upcoming Q2 earnings season could become a "sell the news" catalyst for AI stocks. While 42 Macro remains broadly bullish on risk assets due to supportive macro conditions, Dariu...
Darius explains why markets may be underestimating the risk of tighter Fed balance sheet policy, why sticky inflation remains the more important trade ahead, and how Kevin Warsh's shift away from forward guidance reinfor...
Darius Dale explains why the Fed should rely on balance sheet policy—not rate hikes—to address persistent inflationary pressures, while examining what the latest jobs data, labor market trends, and Kevin Warsh's evolving...
Is Fed Chair Kevin Warsh too optimistic on inflation? Darius explains why peaking inflation is not the same as sticky inflation, how AI-driven capital spending and a tightening labor market are creating persistent core i...
Today, we examine why markets may be dramatically underestimating China's long-term AI potential, despite its strategic advantages in critical minerals, open-source AI, and political capital. We also explore whether grow...
Darius discusses the BIS's warnings surrounding AI financing, compute capacity constraints, and circular financing risks, while explaining why investors should remain disciplined when managing AI exposure and how 42 Macr...
Rising compute costs and slowing returns on AI infrastructure spending may pressure the margins of AI providers while creating opportunities among AI adopters. We also discuss the significance of Micron’s earnings, the r...
Darius Dale explains why short- to medium-term investors should prepare for deeper equity volatility as rebalancing flows, crowding signals, and a hotter U.S. economy pressure risk assets. He also discusses why any 1998-...
In today’s Macro Minute, Darius Dale explains why the ongoing shift to a multipolar world remains a durable source of demand for AI, defense, and critical resources, while making the case for rotating capital from over-o...
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