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Artwork for The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

42 Macro
Macro
U.S. Economy
Fiscal Policy
Tax Cuts
Trump Administration
Market Corrections
Tariffs
Investment Results
Macro Risk Management
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.

PublishesDailyEpisodes234Founded10 months ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Macro Minute with Darius Dale

Latest Episodes

Darius Dale breaks down whether the Powell Fed is willing to risk a market crash to tighten financial conditions. He explains why policy missteps remain the biggest risk to investors and how 42 Macro’s KISS and Dr. Mo frameworks keep portfolios on th... more

Today’s Macro Minute breaks down Secretary Bessent’s challenge to the Federal Reserve and why it validates 42 Macro’s long-standing Structural Regime Change at the Fed thesis. Darius Dale explains how this shift cements fiscal dominance, reinforces t... more

Darius Dale breaks down why the Fed’s pivot to Treasury bill reinvestments marks a subtle but historic erosion of central bank independence — and how it reinforces the risk-on Market Regime under Paradigm C. He also unpacks the market’s reaction to M... more

Darius Dale breaks down the Fed’s policy crossroads ahead of today’s rate decision — asking whether policymakers prefer high growth with high inflation or low growth with high inflation. He unpacks the implications of potential balance sheet changes,... more

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Recent Guests

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 providing macroeconomic insights and daily market analysis.

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 States8 months ago

Listeners Say

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

The content is considered highly valuable for investors looking to navigate volatility in the stock market.
Listeners appreciate the quality of market analysis and insights provided, especially in relation to current economic trends.

Chart Rankings

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

Apple Podcasts
#240
Canada/Business/Investing
Apple Podcasts
#143
Finland/Business/Investing
Apple Podcasts
#159
Sweden/Business/Investing
Apple Podcasts
#171
Argentina/Business/Investing
Apple Podcasts
#183
Brazil/Business/Investing
Apple Podcasts
#198
South Korea/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Does the Fed want high growth and high inflation OR low growth and high inflation?
Q: Why do you have so much confidence in Bitcoin as an asset, and what's preventing money flows from ignoring it and going to some other form of cryptocurrency?
Dale explains that Bitcoin has been a proven hedge against financial oppression and monetary debasement, correlating its value with future policy choices and emphasizing the importance of understanding asset markets from a first principles perspective.
Does the Fed want high growth and high inflation OR low growth and high inflation?
Q: In your opinion, do you think the average 401K investor would be best served putting everything in S&P index when KIS is at its 0% cash allocation and then reduce exposure as KIS signals increasing the cash position?
The answer outlines a few strategies for 401K investors, emphasizing not providing specific advice but discussing potential proxies for gold and Bitcoin, and adjusting risk according to individual preferences.
Is the stock market about to bubble?
Q: What are your thoughts on Ethereum as an alternative to Bitcoin?
Darius suggests that Ethereum might have a significant tailwind due to stable coins and its relative underperformance compared to Bitcoin.
Will BOJ policy normalization upend our Paradigm C bull market?
Q: Do you see yourself more as someone helping us retail players farm the broader economy more effectively?
Yes, that's the mission behind 42 Macro, to make investment accessible and equitable for all, not just the wealthy.
Will today mark the beginning of the end of Fed independence?
Q: Are you concerned that I might have a little bit too much conviction in Paradigm C?
Darius assures that conviction is backed by high-quality risk management and that he is not exclusively tied to fundamental themes, emphasizing the importance of his indicators.

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?

This daily podcast provides timely insights into overnight market movements and focuses on macroeconomic trends that could influence the upcoming trading day. The host presents a critical analysis of various economic indicators, geopolitical events, and investment strategies, offering listeners a blend of market commentary and expert opinions. Topics often include U.S.-China trade relations, the Federal Reserve's monetary policy, currency fluctuations, and commodity prices, among others. Given its focus on investor strategies in the context of current economic developments, it appeals to both seasoned investors and those new to the market looking for guidance.

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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. Macro Voices
4. Monetary Matters with Jack Farley
5. The Julia La Roche Show

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

The Macro Minute with Darius Dale launched 10 months ago and published 234 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. Secretary Bessent

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