『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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概要

 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 2026 All rights reserved. 個人ファイナンス 経済学
エピソード
  • What do the January Jobs Report, January NFIB Small Business Optimism Survey, and January Monthly Treasury Budget Statement signal about the health of the US economy?

    What do the January Jobs Report, January NFIB Small Business Optimism Survey, and January Monthly Treasury Budget Statement signal about the health of the US economy?
    2026/02/12
    Darius unpacks what the January Jobs Report, NFIB Small Business Optimism Survey, and Treasury Budget data reveal about the health of the U.S. economy. He argues the economy is emerging from its U-shaped slowdown, even as a jobless recovery dynamic gains traction amid AI diffusion and persistent fiscal crowding out. We also reinforce why systematic risk management remains central to navigating this increasingly K-shaped cycle.
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    12 分
  • Has the crypto collapse concluded?

    Has the crypto collapse concluded?
    2026/02/06
    Darius assesses whether the recent crypto selloff marked a true capitulatory low or merely a short-term bounce, cautioning investors against chasing liquidity-driven narratives. He also outlines why the AI CapEx boom is flashing late-cycle risk and reiterates how KISS and Dr. Mo help investors compound wealth by managing volatility, not stories.
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    23 分
  • Is the US Treasury still friend or foe?

    Is the US Treasury still friend or foe?
    2026/02/04
    This episode examines whether the U.S. Treasury remains a tailwind for markets and why dovish net financing continues to support Paradigm C. It also addresses rising uncertainty around monetary policy and why disciplined risk management matters more than ever.
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    18 分
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