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The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

By: 42 Macro
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About this listen

 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. Economics Personal Finance
Episodes
  • Will inflation cause asset markets to devolve from violent chop into a violent drawdown?

    Will inflation cause asset markets to devolve from violent chop into a violent drawdown?
    Feb 13 2026
    In today’s Macro Minute, Darius breaks down whether inflation risks could push markets from violent chop into a deeper drawdown. His answer: unlikely. January CPI reinforced the disinflation trend, with housing and labor pressures cooling and AI-driven productivity poised to shave roughly 50 basis points off trend inflation over time. He also explains why the recent volatility reflects accelerating AI diffusion—not systemic breakdown—and makes the case for disciplined risk management over emotional “hodling,” emphasizing that managing downside is the key to compounding capital over full market cycles.
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    12 mins
  • What do the January Jobs Report, January NFIB Small Business Optimism Survey, and January Monthly Treasury Budget Statement signal about the health of the US economy?

    What do the January Jobs Report, January NFIB Small Business Optimism Survey, and January Monthly Treasury Budget Statement signal about the health of the US economy?
    Feb 12 2026
    Darius unpacks what the January Jobs Report, NFIB Small Business Optimism Survey, and Treasury Budget data reveal about the health of the U.S. economy. He argues the economy is emerging from its U-shaped slowdown, even as a jobless recovery dynamic gains traction amid AI diffusion and persistent fiscal crowding out. We also reinforce why systematic risk management remains central to navigating this increasingly K-shaped cycle.
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    12 mins
  • Has the crypto collapse concluded?

    Has the crypto collapse concluded?
    Feb 6 2026
    Darius assesses whether the recent crypto selloff marked a true capitulatory low or merely a short-term bounce, cautioning investors against chasing liquidity-driven narratives. He also outlines why the AI CapEx boom is flashing late-cycle risk and reiterates how KISS and Dr. Mo help investors compound wealth by managing volatility, not stories.
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    23 mins
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