
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.
| Publishes | Daily | Episodes | 379 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Darius explains why investors can remain sanguine as markets transition from earnings season to macro season. He highlights cooling housing and labor-market dynamics as incremental support for 42 Macro’s Jobless Recovery theme, potentially reducing t... more
In this Macro Minute, Darius Dale explains why accelerating AI adoption is creating a growing divide between capital and labor, reinforcing the Paradigm C bull market while increasing the long-term risk of a deeper K-shaped economy and political real... more
In this episode, we explore why the Treasury's latest financing actions reinforce 42 Macro's long-standing thesis of a geopolitically driven supply-demand imbalance in the Treasury bond market. We also discuss how these policy measures are easing pre... more
Darius explains why the Q3 Quarterly Refunding Announcement reinforces 42 Macro's long-term thesis that geopolitical imbalances in the Treasury bond market will require increasingly dovish monetary and financing policy. He also discusses why the bond... more
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… 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?
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Recent interactions between the hosts and their guests.
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A daily, data-driven macro briefing that centers on how overnight market dynamics, AI-driven capital expenditure, and monetary policy shape global and U.S. asset prices ahead of the open. Episodes frequently dissect market signals, central bank policy, and sector-specific trends to map long-term implications for valuations, risk, and investment strategy. A notable throughline is the focus on productivity-driven growth, AI-related capex, and regime shifts, with practical guidance for positioning across equities, fixed income, and alternative assets. The host maintains a clear, framework-based perspective, often tying current moves to historical parallels and current macro regimes, making it useful for listeners who need a disciplined, long-h... more
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The Macro Minute with Darius Dale launched 2 years ago and published 379 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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