『The Macro Minute with Darius Dale』のカバーアート

The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

著者： 42 Macro
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 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.Copyright 2025 All rights reserved. 個人ファイナンス 経済学
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  • Will the November CPI report catalyze the much-anticipated Santa Claus rally?

    Will the November CPI report catalyze the much-anticipated Santa Claus rally?
    2025/12/18
    Darius Dale breaks down whether the November CPI report can ignite a long-awaited Santa Claus rally — and why distorted inflation data may be strengthening the case for policy easing in early 2026. He also highlights the growing divergence between slowing inflation and rising labor-market risks, reinforcing 42 Macro’s view that a more accommodative Fed reaction function is taking shape. Tune in for the key insights driving markets into year-end.
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    8 分
  • Is the AI trade over?

    Is the AI trade over?
    2025/12/17
    Today, the Macro Minute tackles whether the AI trade is truly over—and why the answer is a resounding no. Darius explains how Paradigm C and the early steps into Paradigm D continue to fuel AI investment, capital-market buoyancy, and liquidity support. He breaks down the geopolitical catalysts pushing gold and precious metals to new highs, highlights the risks of crowded bullish positioning, and revisits the startling reality that the U.S. dollar has been devalued over 60% against gold this year.
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    12 分
  • Does the US labor market support the Fed’s revised reaction function?

    Does the US labor market support the Fed’s revised reaction function?
    2025/12/16
    Today’s Macro Minute unpacks how rising unemployment and softening payrolls confirm the Fed’s shift toward a more dovish reaction function. Darius explains why investors should expect policy easing through the first half of 2026 and how crowded bullish positioning raises the risk of bubbles in stocks, gold, and Bitcoin. He also highlights historic optimism among global asset managers and answers a KISS user question on why the model favors gold over Bitcoin in the current regime.
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    16 分
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