• The Macro Minute with Darius Dale

  • By: 42 Macro
  • Podcast

The Macro Minute with Darius Dale

By: 42 Macro
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  • Summary

  • 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.
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Economics Personal Finance
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Episodes
  • Is the U.S. labor market about to fall off a cliff?

    Is the U.S. labor market about to fall off a cliff?
    May 2 2025
    This episode examines whether the U.S. labor market is on the brink of a sharp decline. It reviews key data from April—such as slowing private sector employment growth and moderate increases in hourly earnings—and argues that despite decelerating job gains, the labor market remains resilient. The discussion differentiates between a technical recession and a severe downturn, outlines a deflationary risk-off portfolio strategy (favoring defensive assets, low beta, large caps, and treasurys over riskier instruments), and evaluates multiple quantitative signals including market regime and liquidity trends. The podcast closes by addressing client concerns about market indecision and the potential for regime shifts, advising investors to remain vigilant for confirming signals in this uncertain environment.
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    19 mins
  • Whose stock market and economy is it—Biden’s or Trump’s?

    Whose stock market and economy is it—Biden’s or Trump’s?
    May 1 2025
    This podcast dives into the macro debate over whose economic agenda is shaping the market—Biden’s or Trump’s—against a backdrop of shifting trade policies and mixed economic data. It covers the imminent trade deals announced by U.S. Trade Representative Greer, discusses the impact of ongoing policy ambiguity, and highlights how underlying robust metrics such as real final sales and disposable income bolster confidence despite a headline GDP contraction. The discussion also outlines strategic portfolio guidance based on systematic signals from models like KISS and Dr. Mo, a detailed look at quantitative signals across different time horizons, and the implications of a prevailing deflation regime that favors defensive positioning. Key risks and opportunities are addressed, emphasizing the importance of adhering to systematic signals over reactive positioning.
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    16 mins
  • Will President Trump's policy pivot sustain the bull run?

    Will President Trump's policy pivot sustain the bull run?
    Apr 30 2025
    Explore how Trump's tariff-heavy approach mixed with tactical policy retreats is shaping market dynamics. This discussion reviews quantitative signals, strategic portfolio positioning in a deflation regime, and the risks and opportunities tied to global trade and liquidity—all while examining whether changes in policy could trigger a medium-term bounce or heightened volatility.
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    10 mins
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