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Friday August 7, 2026
Will the labor market get left behind by the stock market on a permanent basis?
In this Macro Minute, Darius Dale explains why accelerating AI adoption is creating a growing divide between capital and labor, reinforcing the Paradigm C bull market while increasing the long-term risk of a deeper K-shaped economy and political realignment.
The Macro Minute Episodes
The Macro Minute
Wednesday September 30, 2026
Are we at peak good news regarding inflation?
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The Macro Minute
Tuesday September 29, 2026
Is the US labor market healthy?
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The Macro Minute
Monday September 28, 2026
Are Bessent and Zervos cooking up a Fed-Treasury Accord 2.0?
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The Macro Minute
Wednesday September 23, 2026
What must the US do to prevent losing to China in the manufactured “AI race,” part II?
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The Macro Minute
Tuesday September 22, 2026
Are asset markets on the precipice of a “Santa Trump” rally?
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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
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The Macro Minute
Thursday September 17, 2026
Is the Fed serious about price stability?
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The Macro Minute
Wednesday September 16, 2026
Does the Kevin Warsh Fed want investors to buy stocks or bonds?
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The Macro Minute
Tuesday September 15, 2026
Can the US grow its way out of the “debt disease” if politics slow AI development?
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The Macro Minute
Monday September 14, 2026
Will the uptrend in global liquidity be sustained?
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The Macro Minute
Wednesday September 9, 2026
Is Secretary Bessent “the house” or a mere player at the casino?
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The Macro Minute
Tuesday September 8, 2026
Will the Fed, ECB, and BOJ cause problems for investors this fall?
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The Macro Minute
Thursday September 3, 2026
Will faster BOJ rate hikes trigger a correction in global stocks?
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The Macro Minute
Wednesday September 2, 2026
Can the current risk-on Market Regime condition survive 1-2 rate hikes?
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The Macro Minute
Tuesday September 1, 2026
Will Paradigm C, a.k.a. “Run It Hot” break the global bond market?
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The Macro Minute
Monday August 31, 2026
Will Bessent and Warsh introduce the “Fedsury” at the G20 this week?
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The Macro Minute
Thursday August 27, 2026
Will Fed Chair Warsh ruin NVIDIA’s profits party tomorrow?
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The Macro Minute
Wednesday August 26, 2026
Is our stock market bubble thesis intact?
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The Macro Minute
Tuesday August 25, 2026
Who’s right: Druckenmiller or Bessent?
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The Macro Minute
Monday August 24, 2026
Is Bessent’s Bridge long enough to prevent a deep correction in stocks, part III?
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The Macro Minute
Wednesday August 19, 2026
Will Republicans be forced to "tax the rich"?
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The Macro Minute
Tuesday August 18, 2026
Will increased competition for capital cause a correction in stocks?
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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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