『The Macro Minute with Darius Dale』のカバーアート

The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

著者： 42 Macro
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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. 個人ファイナンス 経済学
エピソード
  • Is the consensus bullishness regarding the earnings outlook justified?

    Is the consensus bullishness regarding the earnings outlook justified?
    2026/04/23
    Strong earnings growth and accelerating global liquidity continue to support a pro-risk market environment. Despite geopolitical noise and crowded positioning, the underlying macro regime remains firmly risk-on. The key takeaway: focus on earnings and liquidity trends, not headlines, and stay systematically invested.
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    5 分
  • Is Kevin Warsh a hawk or a dove?

    Is Kevin Warsh a hawk or a dove?
    2026/04/22
    In today’s episode, we break down rising policy and geopolitical risks, including Warsh’s testimony and Hormuz concerns, and explain how investors should approach the potential for sharp, non-linear market moves.
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    6 分
  • What matters most to asset markets—March Retail Sales, Kevin Warsh’s testimony, or the US-Iran ceasefire?

    What matters most to asset markets—March Retail Sales, Kevin Warsh’s testimony, or the US-Iran ceasefire?
    2026/04/21
    Markets continue to look through headlines and focus on the bigger picture, as resilient economic data and improving liquidity conditions reinforce a risk-on regime. In this episode, we break down why regime shifts—not individual catalysts—are what truly drive asset prices.
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    6 分
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