Revolutionize your strategy with the 42 Macro podcasts and stay ahead of the markets.
Monday October 13, 2025
Are markets correct to continue pricing in the “TACO trade”?
Today’s Macro Minute explores why markets continue to price in the Paradigm C regime despite tariff volatility. Darius discusses the evolving macro landscape, the Fed’s next move, and how investors should interpret the recent crypto liquidation within a still-bullish regime.
The Macro Minute Episodes
The Macro Minute
Friday November 14, 2025
Is the global liquidity cycle rolling over?
Listen to this Episode →
The Macro Minute
Thursday November 13, 2025
Why is Rick Rieder the best person to replace Jerome Powell?
Listen to this Episode →
The Macro Minute
Tuesday November 11, 2025
The shutdown is ending; why aren’t risk assets appreciating?
Listen to this Episode →
The Macro Minute
Monday November 10, 2025
Will reopening the US gov’t spur a Santa Claus rally?
Listen to this Episode →
The Macro Minute
Friday November 7, 2025
Is the US government shutdown exacerbating the Powell Fed’s policy mistake?
Listen to this Episode →
The Macro Minute
Wednesday November 5, 2025
Is the US Treasury still supporting Paradigm C?
Listen to this Episode →
The Macro Minute
Tuesday November 4, 2025
Is the Powell Fed comfortable with a stock market crash to tighten financial conditions?
Listen to this Episode →
The Macro Minute
Friday October 31, 2025
Is Secretary Bessent right to challenge the Fed?
Listen to this Episode →
The Macro Minute
Thursday October 30, 2025
What in the world is the Fed up to? Did yesterday’s Mag 7 earnings support the market’s most crowded trade? Did the Trump-Xi meeting truncate the trade policy uncertainty era?
Listen to this Episode →
The Macro Minute
Wednesday October 29, 2025
Does the Fed want high growth and high inflation OR low growth and high inflation?
Listen to this Episode →
The Macro Minute
Monday October 27, 2025
Is the coast now clear for a year-end performance chase?
Listen to this Episode →
The Macro Minute
Friday October 24, 2025
What do the latest key economic data signal about the evolving outlook for the US and global economies?
Listen to this Episode →
The Macro Minute
Thursday October 23, 2025
Can the US win its trade war with China?
Listen to this Episode →
The Macro Minute
Wednesday October 22, 2025
What do the corrections in gold and crypto signal about the durability of our Paradigm C bull market?
Listen to this Episode →
The Macro Minute
Friday October 17, 2025
Should we be worried about the collapse in regional bank stocks?
Listen to this Episode →
The Macro Minute
Thursday October 16, 2025
Is it time to book gains in Gold?
Listen to this Episode →
The Macro Minute
Wednesday October 15, 2025
Did Fed Chair Powell just rubberstamp Paradigm C?
Listen to this Episode →
The Macro Minute
Monday October 13, 2025
Are markets correct to continue pricing in the “TACO trade”?
Listen to this Episode →
The Macro Minute
Thursday October 9, 2025
What is the status of the US and global economies?
Listen to this Episode →
The Macro Minute
Thursday October 2, 2025
The US gov’t is shut down… time to panic?
Listen to this Episode →
The Macro Minute
Tuesday September 30, 2025
Why should investors pay more attention to the US housing market?
Listen to this Episode →
The Macro Minute
Monday September 29, 2025
Should you be concerned about the pending US government shutdown?
Listen to this Episode →
The Macro Minute
Friday September 26, 2025
Is the US consumer helping or hurting our Paradigm C bull market?
Listen to this Episode →
The Macro Minute
Thursday September 25, 2025
Is the US economy too resilient?
Listen to this Episode →
The Macro Minute
Wednesday September 24, 2025
Is the stock market about to bubble?
Listen to this Episode →
The Macro Minute
Tuesday September 23, 2025
Did Fed Governor Stephen Miran do enough to support our Paradigm C bull market?
Listen to this Episode →
The Macro Minute
Monday September 22, 2025
Markets are allegedly “priced to perfection;” what could go wrong?
Listen to this Episode →
The Macro Minute
Friday September 19, 2025
Will BOJ policy normalization upend our Paradigm C bull market?
Listen to this Episode →
The Macro Minute
Thursday September 18, 2025
Did the Fed signal enough to adequately support Paradigm C?
Listen to this Episode →
The Macro Minute
Wednesday September 17, 2025
Will today mark the beginning of the end of Fed independence?
Listen to this Episode →
The Macro Minute
Tuesday September 16, 2025
Is the US economy still resilient?
Listen to this Episode →
The Macro Minute
Monday September 15, 2025
What’s the latest regarding US fiscal policy dynamics?
Listen to this Episode →
The Macro Minute
Thursday September 11, 2025
Why aren’t bears getting paid despite fresh evidence of sticky inflation and an unraveling labor market in the US economy?
Listen to this Episode →
The Macro Minute
Wednesday September 10, 2025
Is consensus still wrong about tariffs?
Listen to this Episode →
The Macro Minute
Tuesday September 9, 2025
What are small business and consumers currently saying about the US economy?
Listen to this Episode →
The Macro Minute
Monday September 8, 2025
Who is right about the Fed, Treasury Secretary Scott Bessent or Citadel Founder and CEO, Ken Griffin?
Listen to this Episode →
The Macro Minute
Friday September 5, 2025
Is the US Labor Market About to Implode?
Listen to this Episode →
The Macro Minute
Wednesday September 3, 2025
Will the global bond selloff end our Paradigm C bull market?
Listen to this Episode →
The Macro Minute
Tuesday September 2, 2025
Will legal checks and balances fuel more Paradigm C upside?
Listen to this Episode →
The Macro Minute
Tuesday August 26, 2025
Is investor consensus adequately positioned for regime change at the Fed?
Listen to this Episode →
The Macro Minute
Monday August 25, 2025
Will NVIDIA earnings and/or the July PCE Report disrupt or truncate our Paradigm C bull market?
Listen to this Episode →
The Macro Minute
Friday August 15, 2025
How are tariffs impacting the US economy, part III?
Listen to this Episode →
The Macro Minute
Thursday August 14, 2025
How are tariffs impacting the US economy, part II? What’s the latest regarding global liquidity?
Listen to this Episode →
The Macro Minute
Wednesday August 13, 2025
What’s the latest regarding US fiscal policy and US Treasury net financing policy dynamics?
Listen to this Episode →
The Macro Minute
Tuesday August 12, 2025
How are tariffs impacting the economy thus far?
Listen to this Episode →
The Macro Minute
Monday August 11, 2025
Can the market continue looking through adverse trade policy outcomes?
Listen to this Episode →
The Macro Minute
Friday August 8, 2025
Are markets adequately priced for regime change at the Fed, part IV? Should 401(k)s be exposed to alternative assets?
Listen to this Episode →
The Macro Minute
Thursday August 7, 2025
How will POTUS reshape the Fed? How should investors gauge the impact of tariffs?
Listen to this Episode →