Revolutionize your strategy with the 42 Macro podcasts and stay ahead of the markets.
Wednesday October 28, 2026
SK Hynix’s Booming Profits Signal Medium-Term Strength and Long-Term Secular Deflation Risk
This episode of the Macro Minute examines what SK hynix’s record results reveal about the AI investment cycle, the outlook for Fed policy, and why systematically limiting major drawdowns may matter more than capturing the market’s “best days.”
The Macro Minute Episodes
The Macro Minute
Wednesday November 11, 2026
Anthropic and CoreWeave Signal Renewed Enthusiasm for AI
Listen to this Episode →
The Macro Minute
Tuesday November 10, 2026
What Does the October CPI Data Mean for Investors?
Listen to this Episode →
The Macro Minute
Monday November 9, 2026
Would Hegseth's Potential Impeachment Help End the War?
Listen to this Episode →
The Macro Minute
Friday November 6, 2026
Is a Near-Term Fed Put Off the Table?
Listen to this Episode →
The Macro Minute
Thursday November 5, 2026
Q3 Nonfarm Productivity Data Challenges the Inflation Regime
Listen to this Episode →
The Macro Minute
Wednesday November 4, 2026
What Do the Midterm Results Mean for Investors?
Listen to this Episode →
The Macro Minute
Tuesday November 3, 2026
Could the Midterms Trigger a Politically Induced Data-Center Slowdown?
Listen to this Episode →
The Macro Minute
Wednesday October 28, 2026
SK Hynix’s Booming Profits Signal Medium-Term Strength and Long-Term Secular Deflation Risk
Listen to this Episode →
The Macro Minute
Tuesday October 27, 2026
Are Markets Underpricing the Coming Wave of Redistributive Policies?
Listen to this Episode →
The Macro Minute
Monday October 26, 2026
Has Selective AI Appetite Reduced the Risk of a Secular Bear Market?
Listen to this Episode →
The Macro Minute
Friday October 23, 2026
What Does Japan’s September CPI Data Mean for Investors?
Listen to this Episode →
The Macro Minute
Thursday October 22, 2026
Is Investor Fatigue Catching Up With Big Tech?
Listen to this Episode →
The Macro Minute
Wednesday October 21, 2026
SpaceX’s Results and Anthropic’s S-1 Filing Challenged the Risk-off INFLATION Regime
Listen to this Episode →
The Macro Minute
Tuesday October 20, 2026
How Does Deteriorating Housing Data Affect the INFLATION Regime?
Listen to this Episode →
The Macro Minute
Wednesday October 14, 2026
September CPI Revives Inflation Concerns
Listen to this Episode →
The Macro Minute
Tuesday October 13, 2026
CXMT’s Breakthrough Threatens Global Chipmakers
Listen to this Episode →
The Macro Minute
Monday October 5, 2026
The ISM Services Report Challenges the Consensus Outlook
Listen to this Episode →
The Macro Minute
Friday October 2, 2026
The Fed Will Not Truncate This Business Cycle or Succeed in Its Price-Stability Mandate
Listen to this Episode →
The Macro Minute
Thursday October 1, 2026
Can we trust the August PCE and Q2 GDP data regarding the health of the US economy?
Listen to this Episode →
The Macro Minute
Wednesday September 30, 2026
Are we at peak good news regarding inflation?
Listen to this Episode →
The Macro Minute
Tuesday September 29, 2026
Is the US labor market healthy?
Listen to this Episode →
The Macro Minute
Monday September 28, 2026
Are Bessent and Zervos cooking up a Fed-Treasury Accord 2.0?
Listen to this Episode →
The Macro Minute
Wednesday September 23, 2026
What must the US do to prevent losing to China in the manufactured “AI race,” part II?
Listen to this Episode →
The Macro Minute
Tuesday September 22, 2026
Are asset markets on the precipice of a “Santa Trump” rally?
Listen to this Episode →
The Macro Minute
Monday September 21, 2026
What must the US do to prevent losing to China in D.C. and Silicon Valley’s manufactured “AI race”? + Darius’s book recommendations
Listen to this Episode →
The Macro Minute
Thursday September 17, 2026
Is the Fed serious about price stability?
Listen to this Episode →
The Macro Minute
Wednesday September 16, 2026
Does the Kevin Warsh Fed want investors to buy stocks or bonds?
Listen to this Episode →
The Macro Minute
Tuesday September 15, 2026
Can the US grow its way out of the “debt disease” if politics slow AI development?
Listen to this Episode →
The Macro Minute
Monday September 14, 2026
Will the uptrend in global liquidity be sustained?
Listen to this Episode →
The Macro Minute
Wednesday September 9, 2026
Is Secretary Bessent “the house” or a mere player at the casino?
Listen to this Episode →
The Macro Minute
Tuesday September 8, 2026
Will the Fed, ECB, and BOJ cause problems for investors this fall?
Listen to this Episode →
The Macro Minute
Thursday September 3, 2026
Will faster BOJ rate hikes trigger a correction in global stocks?
Listen to this Episode →
The Macro Minute
Wednesday September 2, 2026
Can the current risk-on Market Regime condition survive 1-2 rate hikes?
Listen to this Episode →
The Macro Minute
Tuesday September 1, 2026
Will Paradigm C, a.k.a. “Run It Hot” break the global bond market?
Listen to this Episode →
The Macro Minute
Monday August 31, 2026
Will Bessent and Warsh introduce the “Fedsury” at the G20 this week?
Listen to this Episode →
The Macro Minute
Thursday August 27, 2026
Will Fed Chair Warsh ruin NVIDIA’s profits party tomorrow?
Listen to this Episode →
The Macro Minute
Wednesday August 26, 2026
Is our stock market bubble thesis intact?
Listen to this Episode →
The Macro Minute
Tuesday August 25, 2026
Who’s right: Druckenmiller or Bessent?
Listen to this Episode →
The Macro Minute
Monday August 24, 2026
Is Bessent’s Bridge long enough to prevent a deep correction in stocks, part III?
Listen to this Episode →
The Macro Minute
Wednesday August 19, 2026
Will Republicans be forced to "tax the rich"?
Listen to this Episode →
The Macro Minute
Tuesday August 18, 2026
Will increased competition for capital cause a correction in stocks?
Listen to this Episode →
The Macro Minute
Tuesday August 11, 2026
Is the AI capex bubble’s increasing reliance on circular financing bullish or bearish?
Listen to this Episode →
The Macro Minute
Monday August 10, 2026
Should investors be sanguine amid the transition from earnings season to macro season?
Listen to this Episode →
The Macro Minute
Friday August 7, 2026
Will the labor market get left behind by the stock market on a permanent basis?
Listen to this Episode →
The Macro Minute
Thursday August 6, 2026
Is Treasury Secretary Bessent bailing out the market (again)?
Listen to this Episode →
The Macro Minute
Wednesday August 5, 2026
Is the US Treasury still supporting the 42 Macro Paradigm C Bull Market™?
Listen to this Episode →
The Macro Minute
Tuesday August 4, 2026
Is the US labor market tight or loose?
Listen to this Episode →
The Macro Minute
Thursday July 30, 2026
Is the US economy running hot or cold?
Listen to this Episode →