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The Macro Minute with Darius Dale

42 Macro
Macro
U.S. Economy
Fiscal Policy
Tax Cuts
Trump Administration
Market Corrections
Tariffs
Macro Risk Management
Investment Results
Asset Market Performance
Risk Management
Retail Investors
Tax Cuts and Jobs Act
Investor Behavior
U.S. Dollar
S&P 500
Bond Market
Inflation Estimates
Economic Transition
KISS Portfolio

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.

PublishesDailyEpisodes271Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Macro Minute with Darius Dale

Latest Episodes

Darius Dale tackles the question investors are quietly asking again: Is it time to "sell America"? He explains why a growing, geopolitically driven supply–demand imbalance in the U.S. Treasury market is catalyzing rotation out of U.S. assets—even as ... more

Today’s Macro Minute explains why fiscal policy, not Fed policy, remains the dominant driver of the economy and asset markets. Darius breaks down the sharp reacceleration in deficit spending, the implications for Treasury supply and Fed balance sheet... more

Today’s Macro Minute breaks down why December CPI supports continued disinflation—but not faster Fed cuts—while a softening labor market keeps the inflation cycle on track. Darius explains why 2026 is shaping up as a year of market broadening beyond ... more

Today’s Macro Minute examines the growing political pressure on the Federal Reserve and what it means for Fed independence, markets, and the Fourth Turning regime. Darius explains why AI-driven productivity—not tariffs—may ultimately end sticky infla... more

Key Facts

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Recent Guests

Rick Rieder
Chief Investment Officer of Global Fixed Income at BlackRock
BlackRock
Episode: Why is Rick Rieder the best person to replace Jerome Powell?
Secretary Bessent
A government official involved in the discussions about the Federal Reserve's monetary policies and their implications on the economy.
Episode: Is Secretary Bessent right to challenge the Fed?

Host

Darius Dale
Founder & CEO of 42 Macro, Host of The Macro Minute.

Reviews

5.0 out of 5 stars from 5 ratings
  • This is great content for investors, but I’m biased…

    … I’m also one of the best in the world at what I do for a living, so maybe I’m not wrong about that?

    Apple Podcasts
    5
    Darius Dale, CEO of @42macro
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Reviews indicate that the host is knowledgeable and provides valuable perspectives for investors.
Listeners appreciate the in-depth, analytical approach to macroeconomic factors.
The content is favored for its timely insights, making it relevant for current market conditions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#222
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Is fiscal policy still the key driver of the economy & asset markets?
Q: What other precautions should we be making to best prepare ourselves for turbulent times ahead?
It's important to prepare not just financially but socially, focusing on personal safety and savings due to potential difficulties in the labor market.
Is today’s likely “hawkish cut” by the Fed already priced in?
Q: What if I don't have gold or Bitcoin products available in my retirement account?
The best way to align with financial models is to create synthetic exposure through alternatives like gold miners or Bitcoin miners since many retirement accounts do not allow direct investment in these assets.
What do the latest key high-frequency economic data signal about the health of the US and global economies?
Q: As the Fourth Turning progresses, what types of impacts should we expect to see in small businesses across America?
There will be a lot of changes in the economy, particularly in sectors impacted by AI, with a potential increase in government crowding out affecting small businesses.
The shutdown is ending; why aren’t risk assets appreciating?
Q: Do you expect the 7.5 trillion currently sitting in money market funds to draw down as the cutting cycle continues?
He indicates that historically, money market assets only decline durably after a recession, suggesting cautious market behavior going forward.
The shutdown is ending; why aren’t risk assets appreciating?
Q: Where will the 7.5 trillion sitting in money market funds go as the rate cuts continue?
Darius Dale explains that money on the sidelines will not capitalize asset markets at their highs but will be deployed post-recession, indicating a pattern of cash accumulation during downturns.

Audience Metrics

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Frequently Asked Questions About The Macro Minute with Darius Dale

What is The Macro Minute with Darius Dale about and what kind of topics does it cover?

The content features a deep analysis of economic indicators and market trends, particularly focusing on financial policies, inflation, and labor market dynamics. Regular discussions revolve around how fiscal measures impact investment strategies, evolving interest rates, and the interplay between political events and market performance. The podcast is distinctive for its timely exploration of macroeconomic conditions that influence a spectrum of investment opportunities, likely appealing to those interested in economic insights and investment strategies. Unique segments often include historical perspectives on market behaviors, offering listeners a nuanced understanding of potential future trends.

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Which podcasts are similar to The Macro Minute with Darius Dale?

These podcasts share a similar audience with The Macro Minute with Darius Dale:

1. Thoughtful Money with Adam Taggart
2. Forward Guidance
3. Monetary Matters with Jack Farley
4. Macro Voices
5. Wealthion - Be Financially Resilient

How many episodes of The Macro Minute with Darius Dale are there?

The Macro Minute with Darius Dale launched a year ago and published 271 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on The Macro Minute with Darius Dale include:

1. Rick Rieder
2. Secretary Bessent

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