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Wednesday July 22, 2026
Does AI have a women and young people problem?
We explore the growing political risks surrounding artificial intelligence as public sentiment continues to shift against the technology. Darius examines why women and younger Americans have become increasingly skeptical of AI, how that could accelerate federal regulation, and what it means for the long-term investment landscape. He also answers a community question on the Strait of Hormuz, explaining why the biggest market risk isn't oil prices or inflation, but the potential disruption to global dollar recycling and liquidity that could ultimately drive a broader risk-off market regime.
The Macro Minute Episodes
The Macro Minute
Friday July 24, 2026
Is the global cost of capital too low?
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The Macro Minute
Thursday July 23, 2026
Why has Q2 earning season been a sell-the-news catalyst for AI stocks?
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The Macro Minute
Wednesday July 22, 2026
Does AI have a women and young people problem?
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The Macro Minute
Tuesday July 21, 2026
What's more likely: a short squeeze, correction, sustained recovery, or crash?
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The Macro Minute
Monday July 20, 2026
Will intensifying competition from China's low-cost AI competitors cause US hyperscalers to reassess their capital allocation decisions?
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The Macro Minute
Thursday July 16, 2026
Will the Kevin Warsh Fed be friend or foe in the years to come?
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The Macro Minute
Wednesday July 15, 2026
Is the Fed done with K-shaped monetary policy?
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The Macro Minute
Tuesday July 14, 2026
Should the Fed tighten monetary policy in 2026?
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The Macro Minute
Monday July 13, 2026
Will Q2 earnings season be a sell-the-news catalyst for stocks broadly?
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The Macro Minute
Friday July 10, 2026
Will Japan break the Treasury bond market?
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The Macro Minute
Wednesday July 8, 2026
Should investors stop using the Mag-7 as a Source of Funds?
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The Macro Minute
Tuesday July 7, 2026
Will Q2 earnings season be a sell-the-news catalyst for AI stocks?
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The Macro Minute
Monday July 6, 2026
Will the Fed spoil the good times soon?
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The Macro Minute
Wednesday July 1, 2026
Is Fed Chair Warsh’s sanguine take on US inflation dynamics appropriate?
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The Macro Minute
Tuesday June 30, 2026
Why is China not participating in the AI theme?
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The Macro Minute
Monday June 29, 2026
Will sharp elbows and financing concerns force investors to rotate out of the AI theme?
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The Macro Minute
Wednesday June 24, 2026
Should investors continue to use AI providers as a Source of Funds for AI adopters?
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The Macro Minute
Tuesday June 23, 2026
Is it time to take some chips off the AI table, part II?
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The Macro Minute
Monday June 22, 2026
Will the disintegrating global economy continue to support the global stock market?
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The Macro Minute
Thursday June 18, 2026
How long will the Fed pretend to be hawkish?
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The Macro Minute
Wednesday June 17, 2026
Is Kevin Warsh a dove in hawk’s clothing or a hawk in dove’s clothing?
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The Macro Minute
Tuesday June 16, 2026
When should investors care about the “circular financing” aspects of AI?
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The Macro Minute
Monday June 15, 2026
Did the US government just rubberstamp the AI bubble?
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The Macro Minute
Thursday June 11, 2026
Should the Fed “look through” the current bout of accelerating, above-target inflation?
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The Macro Minute
Wednesday June 10, 2026
Is the market’s dovish interpretation of the May CPI data correct?
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The Macro Minute
Tuesday June 9, 2026
Should investors chase the pending wave of trillion-dollar IPOs?
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The Macro Minute
Monday June 8, 2026
Is POTUS correct to push back on Fed tightening?
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The Macro Minute
Friday June 5, 2026
Should the Fed tighten monetary policy?
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The Macro Minute
Wednesday June 3, 2026
It is time to take some chips off the AI table?
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The Macro Minute
Thursday May 28, 2026
How is the US consumer faring amid the latest adverse policy shock?
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The Macro Minute
Wednesday May 27, 2026
Will ending the Strait of Hormuz Crisis be a sell-the-news catalyst?
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The Macro Minute
Tuesday May 26, 2026
Should the Fed look through the latest inflationary supply shock?
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The Macro Minute
Thursday May 21, 2026
Did NVIDIA $NVDA and Walmart $WMT signal enough to support a continuation of the rally?
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The Macro Minute
Monday May 18, 2026
Is the US economy being run too hot, Pt. III?
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The Macro Minute
Friday May 15, 2026
Is this the start of a correction or crash?
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The Macro Minute
Thursday May 14, 2026
Where are we in the global liquidity cycle?
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The Macro Minute
Wednesday May 13, 2026
Is the US economy being run too hot, Pt. II?
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The Macro Minute
Monday May 11, 2026
Will President Trump anchor on soaring stock prices or soaring gas prices in negotiations with China and Iran this week?
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The Macro Minute
Thursday May 7, 2026
Is US productivity growth still booming?
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The Macro Minute
Wednesday May 6, 2026
Is the US Treasury still keenly focused on supporting asset markets?
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The Macro Minute
Tuesday May 5, 2026
Are we nearing the end of US exceptionalism in asset markets?
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The Macro Minute
Thursday April 30, 2026
Did the most impactful 24-hour period of macro and micro data in history support a continuation of the risk-on Market Regime?
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The Macro Minute
Tuesday April 28, 2026
When will the BOJ act forcefully enough to tone down volatility in the long end of the JGB market?
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The Macro Minute
Monday April 27, 2026
Is it time for investors to take profits?
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