The Macro Minute with Darius Dale

Listen, download, subscribe

Apple Podcasts

Spotify

Will investors reward stellar results from NVIDIA $NVDA?

Today we break down why NVIDIA’s strong earnings weren’t enough to lift the stock — and what that tells us about sector rotation beneath the surface of this bull market. We also connect AI-driven margin expansion, global capital flows, and dollar weakness to the broader regime shift shaping equities, liquidity, and long-term market risk.

• 

  Should the Fed look through the latest inflationary supply shock?

• 

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

• 

  Is the stock market mispriced?

• 

  Are investors too all in on AI?

• 

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

• 

  Is this the start of a correction or crash?

• 

  Where are we in the global liquidity cycle?

• 

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

• 

  Is the US economy being run too hot?

• 

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

• 

  Is US productivity growth still booming?

• 

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

• 

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

• 

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

• 

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

• 

  Is it time for investors to take profits?