Podcast Index
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The Macro Minute with Darius Dale
42 Macro
AI Breakdown
AI Breakdown
The Paul Finebaum Show
ESPN, College Football, Paul Finebaum
FluentFiction - Indonesian
FluentFiction.org
Let Freedom: AI & Business News
Let Freedom
The Conversation
Hawaii Public Radio
The Buckeye Weekly Podcast
Buckeye Insiders Network
Waddle & Silvy
ESPN Chicago
SBS Russian - SBS на русском языке
SBS
The AI Podcast
The AI Podcast
Tennis Gambling Podcast
Sports Gambling Podcast Network
In The Money Players' Podcast
In The Money Media
In The Money Media Network
In The Money Media
ながら日経
ラジオNIKKEI
The Basu & Godin Notebook
The Basu & Godin Notebook
The Takeout with Major Garrett
CBS News
Toronto News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Fr Scott Reilly LC
Fr Scott Reilly LC
AI Investing: for the AI Investor
AI Investing
The Craig Way Show
AM 1300 THE ZONE (KVET-AM)
The Grand Canyon Hiker Dude Show
hiKin
Irvine News Today | 2 Min News | The Daily News Now!
The Daily News Now!
El Cine de LoQueYoTeDiga
El Cine de LoQueYoTeDiga
Music And We
musicandwe
The Politics Bar
From The Bunker
The Bulwark
The Bulwark
The Hell Gate Podcast
Hell Gate
AI Chat: AI News & Artificial Intelligence
Jaeden Schafer
Afternoon Drive on The Fan
Audacy
Soirées électorales
France Culture
野良トレランナー シンバの冒険
野良トレランナーのシンバ
All Things Considered
WBUR
CIDADE + WEB RÁDIO
Gil Leal
Sentido Común
El Conquistador FM
The Tom Tolbert Show
Tom Tolbert
Bay Area Sports Collective
Tom Tolbert
Edmonton Oilers News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Todo
42 Macro
We examine why the global cost of capital remains too low despite mounting signs of tightening global liquidity. Darius also explains how structurally elevated nominal GDP growth, depressed global savings growth, and int...
Today's Macro Minute examines why Q2 earnings season has become a sell-the-news catalyst for AI stocks. Darius explains how rising AI capital expenditures, weakening free cash flow, and intensifying competition for scarc...
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...
Darius explores what is most likely for markets next: a short squeeze, correction, sustained recovery, or crash. All four outcomes are possible—in that order—as record bearish positioning could first fuel a short squeeze...
Today's Macro Minute examines the growing risk that China's low-cost AI competitors could eventually force U.S. hyperscalers to reassess their AI capital spending, a development that could challenge the market's elevated...
Today we examine whether the Kevin Warsh Fed will ultimately be a friend or foe to investors as policymakers work to transition the U.S. economy away from decades of K-shaped monetary policy. Darius explains why 42 Macro...
We examine whether the Federal Reserve is beginning to move away from decades of K-shaped monetary policy following Chair Kevin Warsh's congressional testimony. Darius also explains why 42 Macro believes Warsh is pursuin...
Today's Macro Minute explores whether the Federal Reserve should tighten monetary policy in 2026 following June's softer-than-expected CPI report. Darius explains why slowing inflation has reduced the probability of near...
We explore whether Q2 earnings season could become a broader "sell-the-news" catalyst for equities as elevated AI expectations collide with rising risks of downward AI capex revisions and a potentially more hawkish Feder...
Today's Macro Minute explores why Japan's evolving fiscal and monetary policies could have far-reaching implications for global capital flows and the U.S. Treasury market. Darius explains how Japan's push toward durable ...
We explore whether investors should continue using the Mag-7 as a Source of Funds amid rising geopolitical tensions and an increasing probability of a risk-off market regime. Darius also explains why the long-term AI the...
Today's Macro Minute explores whether the upcoming Q2 earnings season could become a "sell the news" catalyst for AI stocks. While 42 Macro remains broadly bullish on risk assets due to supportive macro conditions, Dariu...
Darius explains why markets may be underestimating the risk of tighter Fed balance sheet policy, why sticky inflation remains the more important trade ahead, and how Kevin Warsh's shift away from forward guidance reinfor...
Darius Dale explains why the Fed should rely on balance sheet policy—not rate hikes—to address persistent inflationary pressures, while examining what the latest jobs data, labor market trends, and Kevin Warsh's evolving...
Is Fed Chair Kevin Warsh too optimistic on inflation? Darius explains why peaking inflation is not the same as sticky inflation, how AI-driven capital spending and a tightening labor market are creating persistent core i...
Today, we examine why markets may be dramatically underestimating China's long-term AI potential, despite its strategic advantages in critical minerals, open-source AI, and political capital. We also explore whether grow...
Darius discusses the BIS's warnings surrounding AI financing, compute capacity constraints, and circular financing risks, while explaining why investors should remain disciplined when managing AI exposure and how 42 Macr...
Rising compute costs and slowing returns on AI infrastructure spending may pressure the margins of AI providers while creating opportunities among AI adopters. We also discuss the significance of Micron’s earnings, the r...
Darius Dale explains why short- to medium-term investors should prepare for deeper equity volatility as rebalancing flows, crowding signals, and a hotter U.S. economy pressure risk assets. He also discusses why any 1998-...
In today’s Macro Minute, Darius Dale explains why the ongoing shift to a multipolar world remains a durable source of demand for AI, defense, and critical resources, while making the case for rotating capital from over-o...
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