The Macro Minute with Darius Dale

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Are we in an AI stock market bubble?

Are we in an AI stock market bubble? In today's Macro Minute, Darius Dale explains why the answer is likely yes—but why that shouldn't stop investors from participating. He discusses the difference between identifying a bubble and managing risk, outlines the current REFLATION regime supporting risk assets, and explains why KISS and Dr. Mo remain focused on maximizing upside capture while staying prepared for the eventual regime shift.

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  Should investors chase the pending wave of trillion-dollar IPOs?

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  Is POTUS correct to push back on Fed tightening?

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  Should the Fed tighten monetary policy?

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  It is time to take some chips off the AI table?

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  Is the US business cycle heating up?

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  How is the US consumer faring amid the latest adverse policy shock?

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  Will ending the Strait of Hormuz Crisis be a sell-the-news catalyst?

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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?