Is Bitcoin’s US-policy-driven breakout to a fresh all-time high supported by global liquidity dynamics?
Bitcoin breaks to new highs, but is the rally built to last? Darius Dale explores the policy-driven surge in crypto, a fresh wave of global liquidity from China, and the deepening stress in global bond markets. Learn why structural volatility is rising—and why KISS remains your best defense (and offense) in this new era of fiscal dominance.
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10:23
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10:23
What Matters More—Tariff Negotiations or Treasury Auctions?
In today's episode, Darius breaks down the market implications of President Trump’s sweeping tariff threats and the brewing pressure in global bond markets. With a delayed August 1st implementation window, trade negotiations are expected to resolve favorably, but rising Treasury supply and foreign buyer retreat signal deeper structural issues. Darius also answers a key client question about why the KISS portfolio excludes non-U.S. equities—and reminds investors how to customize exposures using 42 Macro’s institutional-grade tools.
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8:12
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8:12
Are investors too complacent about Wednesday's reciprocal tariff deadline?
Darius kicks off the week with a sharp take on why investors shouldn’t overreact to tariff headlines, political shakeups, or Tesla’s pullback. He unpacks how wealth concentration, structural inequality, and fiscal policy are reshaping the investment landscape—and why yield curve control may be inevitable. Plus, he tackles a timely client question on tax strategy within the KISS portfolio. A must-listen for navigating risk in today’s Fourth Turning macro regime.
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12:04
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12:04
Is the US labor market still resilient?
In today's Macro Minute, Darius unpacks the July jobs report and shares 10 key takeaways affirming the resilience of the U.S. labor market and the durability of the U-shaped economy. He connects these insights to Paradigm C, explains why retail investors should keep it simple with KISS, and addresses client questions on small caps vs. large caps. The episode closes with a powerful reminder: while consensus obsesses over near-term risks, disciplined investors should stay focused on the forest—not the trees.
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15:29
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15:29
Will hardliners in the House tank the One Big [Ugly] Bill?
In today's video, Darius unpacks why investors should fade congressional noise and focus on structural drivers in Paradigm C. He also answers a key client question: Where are interest rates headed? From Fed independence to fiscal sustainability, this episode lays out the macro roadmap for what’s next in bonds, rates, and risk assets.
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.
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