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Tuesday August 11, 2026
Is the AI capex bubble’s increasing reliance on circular financing bullish or bearish?
Darius explains why the AI CapEx boom’s growing reliance on circular financing is overwhelmingly bullish for now, as institutional capital provides additional runway for AI infrastructure spending and asset valuations. He also examines how rising capital demand is pushing R-star higher and why cyclical Fed tightening could ultimately reduce bond-market volatility, even if it creates some risk for equities.
The Macro Minute Episodes
The Macro Minute
Tuesday August 11, 2026
Is the AI capex bubble’s increasing reliance on circular financing bullish or bearish?
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The Macro Minute
Monday August 10, 2026
Should investors be sanguine amid the transition from earnings season to macro season?
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The Macro Minute
Friday August 7, 2026
Will the labor market get left behind by the stock market on a permanent basis?
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The Macro Minute
Thursday August 6, 2026
Is Treasury Secretary Bessent bailing out the market (again)?
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The Macro Minute
Wednesday August 5, 2026
Is the US Treasury still supporting the 42 Macro Paradigm C Bull Market™?
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The Macro Minute
Tuesday August 4, 2026
Is the US labor market tight or loose?
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The Macro Minute
Thursday July 30, 2026
Is the US economy running hot or cold?
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The Macro Minute
Wednesday July 29, 2026
Are the hyperscalers too cheap to keep selling?
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The Macro Minute
Tuesday July 28, 2026
Does AI have a circular financing problem?
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The Macro Minute
Friday July 24, 2026
Is the global cost of capital too low?
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The Macro Minute
Thursday July 23, 2026
Why has Q2 earning season been a sell-the-news catalyst for AI stocks?
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The Macro Minute
Wednesday July 22, 2026
Does AI have a women and young people problem?
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The Macro Minute
Tuesday July 21, 2026
What's more likely: a short squeeze, correction, sustained recovery, or crash?
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The Macro Minute
Monday July 20, 2026
Will intensifying competition from China's low-cost AI competitors cause US hyperscalers to reassess their capital allocation decisions?
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The Macro Minute
Thursday July 16, 2026
Will the Kevin Warsh Fed be friend or foe in the years to come?
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The Macro Minute
Wednesday July 15, 2026
Is the Fed done with K-shaped monetary policy?
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The Macro Minute
Tuesday July 14, 2026
Should the Fed tighten monetary policy in 2026?
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The Macro Minute
Monday July 13, 2026
Will Q2 earnings season be a sell-the-news catalyst for stocks broadly?
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The Macro Minute
Friday July 10, 2026
Will Japan break the Treasury bond market?
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The Macro Minute
Wednesday July 8, 2026
Should investors stop using the Mag-7 as a Source of Funds?
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The Macro Minute
Tuesday July 7, 2026
Will Q2 earnings season be a sell-the-news catalyst for AI stocks?
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The Macro Minute
Monday July 6, 2026
Will the Fed spoil the good times soon?
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The Macro Minute
Wednesday July 1, 2026
Is Fed Chair Warsh’s sanguine take on US inflation dynamics appropriate?
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The Macro Minute
Tuesday June 30, 2026
Why is China not participating in the AI theme?
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The Macro Minute
Monday June 29, 2026
Will sharp elbows and financing concerns force investors to rotate out of the AI theme?
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The Macro Minute
Wednesday June 24, 2026
Should investors continue to use AI providers as a Source of Funds for AI adopters?
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The Macro Minute
Tuesday June 23, 2026
Is it time to take some chips off the AI table, part II?
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The Macro Minute
Monday June 22, 2026
Will the disintegrating global economy continue to support the global stock market?
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The Macro Minute
Thursday June 18, 2026
How long will the Fed pretend to be hawkish?
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The Macro Minute
Wednesday June 17, 2026
Is Kevin Warsh a dove in hawk’s clothing or a hawk in dove’s clothing?
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The Macro Minute
Tuesday June 16, 2026
When should investors care about the “circular financing” aspects of AI?
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The Macro Minute
Monday June 15, 2026
Did the US government just rubberstamp the AI bubble?
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The Macro Minute
Thursday June 11, 2026
Should the Fed “look through” the current bout of accelerating, above-target inflation?
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The Macro Minute
Wednesday June 10, 2026
Is the market’s dovish interpretation of the May CPI data correct?
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The Macro Minute
Tuesday June 9, 2026
Should investors chase the pending wave of trillion-dollar IPOs?
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The Macro Minute
Monday June 8, 2026
Is POTUS correct to push back on Fed tightening?
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The Macro Minute
Friday June 5, 2026
Should the Fed tighten monetary policy?
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The Macro Minute
Wednesday June 3, 2026
It is time to take some chips off the AI table?
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The Macro Minute
Thursday May 28, 2026
How is the US consumer faring amid the latest adverse policy shock?
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The Macro Minute
Wednesday May 27, 2026
Will ending the Strait of Hormuz Crisis be a sell-the-news catalyst?
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The Macro Minute
Tuesday May 26, 2026
Should the Fed look through the latest inflationary supply shock?
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The Macro Minute
Thursday May 21, 2026
Did NVIDIA $NVDA and Walmart $WMT signal enough to support a continuation of the rally?
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The Macro Minute
Monday May 18, 2026
Is the US economy being run too hot, Pt. III?
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The Macro Minute
Friday May 15, 2026
Is this the start of a correction or crash?
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