42 Macro 🇺🇸

42 Macro is an online investment research provider specializing in macro risk management through the dual lens of asset allocation and portfolio construction.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | June 3, 2026: It is time to take some chips off the AI table?

For daily updates, follow The Macro Minute on your favorite podcast platform.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | June 2, 2026

In today’s video, we answer the following questions:

- Are we in an AI stock market bubble?
- How would @DariusDale42 solve income inequality if given the opportunity?

For daily updates, follow + listen to The Macro Minute on your favorite podcast platform.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | June 1, 2026

In today’s video, we answer the following questions:

- Is the US business cycle heating up?
- How should investors navigate the coming wave of mega-IPO listings?

For daily updates, follow + listen to The Macro Minute on your favorite podcast platform.

[42 Macro 🇺🇸 @42Macro]

Stocks, Economy Are Running RED HOT! https://t.co/MuAGceXcdN

@DariusDale42 joined @APompliano to explain why robust U.S. economic growth continues to surprise consensus expectations to the upside. Strong household consumption and a booming capital cycle continue to support risk assets despite persistent inflation concerns.

[42 Macro 🇺🇸 @42Macro]

Is Silver or Bitcoin the right choice for you?
https://t.co/5HblkakolI

@DariusDale42 joined @USATODAY’s recent feature comparing Bitcoin and silver to explain why accelerating institutional adoption and digital scarcity continue to reshape the long-term investment landscape for Bitcoin.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | May 28, 2026

In today’s video, we answer the following questions:

- How is the US consumer faring amid the latest adverse policy shock?
- What’s driving the Treasury bond market’s supply-demand imbalance?

For daily updates, follow + listen to The Macro Minute on your favorite podcast platform.

[42 Macro 🇺🇸 @42Macro]

This Trigger Could Send Stocks Bubbling Sharply Higher https://t.co/gInTCBlwPj

@DariusDale42 joined @adamtaggart on @thoughtfulmoney to highlight why a quiescent Federal Reserve amid a U.S. economy being run “hot” could spark an equity market bubble akin to the late 1990s.

This potential policy mismatch risks overstimulating an already strong nominal earnings cycle, specifically threatening an exaggerated boom-bust cycle in both the economy and asset markets.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | May 27, 2026

In today’s video, we answer the following questions:

- Will ending the Strait of Hormuz Crisis be a sell-the-news catalyst?
- Why don’t we care about Truflation?

For daily updates, follow + listen to The Macro Minute on your favorite podcast platform.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | May 26, 2026

In today’s video, we answer the following questions:

- Should the Fed look through the latest inflationary supply shock?
- How is The West Village-Montauk Effect keeping US consumers resilient?

For daily updates, follow + listen to The Macro Minute on your favorite podcast platform.

[42 Macro 🇺🇸 @42Macro]

Should the Fed Look Through the Latest Inflationary Supply Shock?

Enjoy these clips from our May 2026 Macro Scouting Report, May 16, 2026 Around the Horn, and May 23, 2026 Around the Horn webcasts, in which we detail critical aspects of the debate among FOMC participants regarding whether to defend the Fed’s price-stability mandate or maintain an increasingly accommodative bias to support the stock market.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | May 21, 2026

In today’s video, we answer the following questions:

- Did NVIDIA $NVDA and Walmart $WMT signal enough to support a continuation of the rally?
- What scenarios should investors consider?

For daily updates, follow + listen to The Macro Minute on your favorite podcast platform.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | May 20, 2026

In today’s video, we answer the following questions:

- Is the stock market mispriced?
- Are defensive sectors signaling a shift from reflation to inflation?

For daily updates, follow + listen to The Macro Minute on your favorite podcast platform.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | May 19, 2026

In today’s video, we answer the following questions:

- Are investors too all in on AI?
- Is liquidity stress driving weakness in gold and silver?

For daily updates, follow + listen to The Macro Minute on your favorite podcast platform.

[42 Macro 🇺🇸 @42Macro]

Will Burgeoning Core Inflation Pressures from AI Capex Force the Fed to Crash the Stock Market?

@DariusDale42 joined our friend @RomaineBostick on Bloomberg’s The Close to break down why The Fed is rapidly falling behind the curve as core inflation pressures continue to build across the buoyant US economy.

While AI is unquestionably disinflationary over the long term, it is acting as a massive demand shock for resources and capital in the interim. This is adding upward pressure on inflation and yields.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | May 18, 2026

In today’s video, we answer the following questions:

- Is the US economy being run too hot, Pt. III?
- What turns crowded bullish positioning into a correction?

Subscribe to the Macro Minute on your favorite podcast platform:

Apple: https://t.co/3inNfLtKW6
Spotify: https://t.co/I2OWau8f4B
YouTube: https://t.co/Lm7hkeedVu

[42 Macro 🇺🇸 @42Macro]

Is the Fed About to Take Away the Punch Bowl and CRASH the Stock Market?

Enjoy this clip from our May 16, 2026, Around the Horn webcast, in which we detail the rapidly rising risk of a hard, hawkish pivot by the Fed and the potential for it to crash the stock market this summer.

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | May 15, 2026

In today's video, we answer the following questions:

- Is this the start of a correction or crash?
- Is AI creating shadow liquidity?

Subscribe to the Macro Minute on your favorite podcast platform:

Apple: https://t.co/3inNfLtKW6
Spotify: https://t.co/VtCsk08mOj
YouTube: https://t.co/OtLFGwqQrw

[42 Macro 🇺🇸 @42Macro]

The Macro Minute | May 14, 2026

In today’s video, we answer the following questions:

- Where are we in the global liquidity cycle?
- Who captures more value from AI: providers or adopters?

Subscribe to the Macro Minute on your favorite podcast platform:

Apple: https://t.co/3inNfLtd6y
Spotify: https://t.co/I2OWau7Hf3
YouTube: https://t.co/Lm7hkedG5W

[42 Macro 🇺🇸 @42Macro]

Lagging Fed Raises Risk for the AI Trade https://t.co/RHaJMiHSD9

@DariusDale42 joined @sam_vadas on @SchwabNetwork to highlight why a lagging Federal Reserve and persistent inflation dynamics could spark significant market volatility in the near term.

This potential hawkish policy shift risks a sharp drawdown in global liquidity, specifically threatening the "aggressively crowded" AI trade that has dominated the recent risk-on environment.