『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 2026 All rights reserved. 個人ファイナンス 経済学
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  • Can the current risk-on Market Regime condition survive 1-2 rate hikes?

    Can the current risk-on Market Regime condition survive 1-2 rate hikes?
    2026/09/02
    Darius examines whether the current risk-on Market Regime can survive 1-2 rate hikes, why the broader investing backdrop remains supportive despite the potential for near-term volatility, and how KISS and Dr. Mo are designed to respond if market conditions deteriorate. He also explains how rising oil and refined-product prices could impact inflation and portfolio risk.
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    7 分
  • Will Paradigm C, a.k.a. “Run It Hot” break the global bond market?

    Will Paradigm C, a.k.a. “Run It Hot” break the global bond market?
    2026/09/01
    Darius examines whether Paradigm C, a.k.a. “Run It Hot,” could break the global bond market, why an extension of Bessent’s Bridge followed by Paradigm D may ultimately prevent that outcome, and why investors should continue to buy the dip despite elevated bubble risk. He also explains why 42 Macro expects a secular bear market on the other side of the AI CapEx bubble and how KISS and Dr. Mo are designed to help investors navigate it.
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    6 分
  • Will Bessent and Warsh introduce the “Fedsury” at the G20 this week?

    Will Bessent and Warsh introduce the “Fedsury” at the G20 this week?
    2026/08/31
    In today’s Macro Minute, Darius Dale examines why greater coordination between the Treasury and Fed is likely inevitable—but why policymakers may benefit from maintaining ambiguity for now. He breaks down the growing disconnect between Treasury yields and 42 Macro’s fair-value estimates, the risk of further bond-market repricing, and why TGA-funded buybacks, a gold revaluation, or ultimately yield curve control could become increasingly likely policy responses.
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    5 分
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