The Macro Minute with Darius Dale

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Did President Trump crack the door open for President AOC?

Darius connects politics to markets, asking whether President Trump’s messaging on affordability is increasing the probability of a populist pivot and, ultimately, a shift toward Paradigm D. With inflation reaccelerating, real income slowing, and yields rising globally, the episode emphasizes why investors must stay systematic and focused on risk management rather than getting swept up in political narratives or factor-driven noise.

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  Should the Fed look through the latest inflationary supply shock?

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  Did NVIDIA $NVDA and Walmart $WMT signal enough to support a continuation …

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  Is the stock market mispriced?

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  Are investors too all in on AI?

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  Is the US economy being run too hot, Pt. III?

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  Is this the start of a correction or crash?

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  Where are we in the global liquidity cycle?

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  Is the US economy being run too hot, Pt. II?

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  Is the US economy being run too hot?

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  Will President Trump anchor on soaring stock prices or soaring gas prices …

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  Is US productivity growth still booming?

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  Is the US Treasury still keenly focused on supporting asset markets?

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  Are we nearing the end of US exceptionalism in asset markets?

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  Did the most impactful 24-hour period of macro and micro data in history s…

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  When will the BOJ act forcefully enough to tone down volatility in the lon…

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  Is it time for investors to take profits?