『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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  • Why is China not participating in the AI theme?

    Why is China not participating in the AI theme?
    2026/06/30
    Today, we examine why markets may be dramatically underestimating China's long-term AI potential, despite its strategic advantages in critical minerals, open-source AI, and political capital. We also explore whether growing signs of excess in the U.S. AI trade—including circular financing, crowded positioning, and delayed IPOs—could signal a deeper correction ahead.
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    5 分
  • Will sharp elbows and financing concerns force investors to rotate out of the AI theme?

    Will sharp elbows and financing concerns force investors to rotate out of the AI theme?
    2026/06/29
    Darius discusses the BIS's warnings surrounding AI financing, compute capacity constraints, and circular financing risks, while explaining why investors should remain disciplined when managing AI exposure and how 42 Macro's KISS and Dr. Mo frameworks help navigate evolving market conditions.
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    9 分
  • Should investors continue to use AI providers as a Source of Funds for AI adopters?

    Should investors continue to use AI providers as a Source of Funds for AI adopters?
    2026/06/24
    Rising compute costs and slowing returns on AI infrastructure spending may pressure the margins of AI providers while creating opportunities among AI adopters. We also discuss the significance of Micron’s earnings, the recent semiconductor “chip-wreck,” and why the long-term Source of Funds trade could drive a multi-year convergence in productivity, profitability, and valuations across global markets.
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    7 分
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