Podcast Index
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The Macro Minute with Darius Dale
42 Macro
Taking Stock with Amanda Lang
BNN Bloomberg
Empowerment with Elizabeth
Elizabeth Swindell
The Day Trading Podcast with Fexingo: Active Trading, Charts, and Short-Term Market Strategy
Fexingo
Nopadol’s Story
nopadolstory
Durango Local News
LNN Durango, Colorado
Bloomberg Daybreak: Asia Edition
Bloomberg
Series 7 Whisperer
capadvantage
The HDSA Podcast
Huntington's Disease Society of America
The Partnership Playbook: Lead with Clarity, Create Leverage & Reclaim Time
Phil Hayes-St Clair
Uncopyable Women in Business
Kay MIller
Do Something Different: A Leadership Podcast
Rusty Gaillard
Scaling Your Healthy Food Product
Jacinta Kemboi
The Free Toaster
thefreetoaster
BBQ Interview Series - Kevin’s BBQ Joints
Kevin’s BBQ Joints
The Elisha Show: Purpose Driven Life & Mastery
Elisha Arowojobe | Personal Mastery & Purpose Coach
Bloomberg Talks
Bloomberg
AgriTalk AM & PM
AgriTalk AM & PM
مُلخص كتاب
Podcast Record
The Data Science Podcast with Fexingo: Analytics, Machine Learning, and Data-Driven Conversations
Fexingo
Genial Podcast
Genial Investimentos
Closing Bell
CNBC
The Defense Tech Podcast with Fexingo: Government Contracting, Aerospace, and Military Tech
Fexingo
Stock Movers
iHeartPodcasts
Digital Currents
Morgan Creek Capital Management, LLC
Arlan Suderman: Commodity Outlook
StoneX Group Inc
Big Technology Podcast
Alex Kantrowitz
Quantum Computing Business with Fexingo: Hardware, Software, and Enterprise Quantum
Fexingo
Survive: Essentials for C-Store Assistant Managers
C-Store Center
Thrive: Leadership Skills for C-Store Managers
C-Store Center
The Quantum Computing Podcast with Fexingo: Qubits, Quantum Hardware, and Future Computing
Fexingo
Drive: Multi-Unit Excellence for C-Store District Managers
C-Store Center
Arrive: Strategy for Independent C-Store Owners
C-Store Center
The Honest Dog Breeder Podcast
Julie Swan
Al minuto con Protección
Protección SA
Autoblog News
RealAg Radio – RealAgriculture
RealAgriculture
Negocios
42 Macro
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...
Darius breaks down why the current tightening cycle may have a much shorter shelf life than investors expect, how Kevin Warsh’s task forces could reshape monetary policy, and why a dovish Fed may emerge within the next s...
Darius explains why this question represents the biggest known unknown in global markets ahead of Warsh’s first FOMC press conference. He discusses the potential implications for monetary policy, market liquidity, and ri...
When should investors care about the circular financing dynamics of the AI boom? In today's Macro Minute, Darius Dale explains why concerns about AI's increasingly interconnected funding ecosystem are premature as long a...
Darius Dale explains why growing government involvement in frontier AI models may reinforce investor confidence in the AI CapEx boom and the broader Paradigm C bull market. He also discusses the surge in equity issuance,...
We explain why AI-driven demand, fiscal stimulus, and accelerating monetary dynamics continue to support the Sticky Inflation theme. Darius also discusses why markets may be underestimating the risk of a more hawkish Kev...
We discuss why sticky inflation remains intact despite a favorable CPI print, why the Fed may still be one to two rate hikes behind the curve, and how KISS and Dr. Mo are designed to systematically manage risk by focusin...
In today's Macro Minute, we explore why history suggests patience may be rewarded, as many of the largest tech IPOs experience significant drawdowns within their first year of trading. We also discuss why 42 Macro contin...
Is President Trump correct to push back on Fed tightening? In today's Macro Minute, Darius Dale explains why both the data and the market suggest the Fed is already behind the curve, as AI-driven capital spending, fiscal...
In today's Macro Minute, Darius Dale argues the answer is an unequivocal yes, as a resilient economy, persistent inflation pressures, and accelerating AI-driven investment continue to push the U.S. economy beyond trend. ...
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