42 Macro is an online investment research provider specializing in macro risk management through the dual lens of asset allocation and portfolio construction.

Joined March 2021
2,780 Photos and videos
The Macro Minute | June 11, 2026: Should the Fed “look through” the current bout of accelerating, above-target inflation? For daily updates, follow The Macro Minute on your favorite podcast platform.
2
1
25
1,743
The Macro Minute | June 10, 2026: Is the market’s dovish interpretation of the May CPI data correct? For daily updates, follow The Macro Minute on your favorite podcast platform.
1
4
28
2,274
The Macro Minute | June 9, 2026: Should investors chase the pending wave of trillion-dollar IPOs? For daily updates, follow The Macro Minute on your favorite podcast platform.
4
58
11,948
The Macro Minute | June 8, 2026: Is POTUS correct to push back on Fed tightening? For daily updates, follow The Macro Minute on your favorite podcast platform.
2
29
2,175
US shares open higher as tech stocks recover bbc.com/reel/video/p0nqsqgn/… @DariusDale42 joined @SamiraHussain15 on @BBCWorld to explain how markets are adjusting to a world of persistent inflation, surging AI investment, and a Federal Reserve that may need to tighten policy sooner than investors expect.
1
18
10,283
This Trigger Could Send Stocks Bubbling Sharply Higher 42macro.com/this-trigger-cou… @DariusDale42 recently joined @adamtaggart on @thoughtfulmoney  to explain why investors should focus on what markets are pricing today instead of long-term risks that do not yet matter to the market. If you missed the discussion, here are three key takeaways that likely have huge implications for your portfolio:
1
5
24
4,390
Stocks, Economy Are Running RED HOT! 42macro.com/stocks-economy-a… @DariusDale42 joined @APompliano to explain why the U.S. economy continues to outperform growth and earnings forecasts. If you missed the discussion, here are three key takeaways that likely have huge implications for your portfolio:
1
3
12
1,388
The Macro Minute | June 5, 2026: Should the Fed tighten monetary policy? For daily updates, follow The Macro Minute on your favorite podcast platform.
3
33
2,885
Let Investors Who Actually Predicted the Stock Market Bubble Tell You When It's Over… Buy the Dip Enjoy these clips from our September 20, 2025 and September 27, 2025 Around the Horn webcasts, and our December 13, 2025 appearance on Bloomberg’s The Close in which we highlight elements of our prediction of the current developing bubble in stocks. Investors need not concern themselves with the growing chorus of bearish prognostications until our leading indicators signal it’s time to book gains.
1
8
110
82,102
The Macro Minute | June 3, 2026: It is time to take some chips off the AI table? For daily updates, follow The Macro Minute on your favorite podcast platform.
3
1
35
2,282
The Macro Minute | June 2, 2026 In today’s video, we answer the following questions: - Are we in an AI stock market bubble? - How would @DariusDale42 solve income inequality if given the opportunity? For daily updates, follow listen to The Macro Minute on your favorite podcast platform.
3
2
50
16,113
The Macro Minute | June 1, 2026 In today’s video, we answer the following questions: - Is the US business cycle heating up? - How should investors navigate the coming wave of mega-IPO listings? For daily updates, follow listen to The Macro Minute on your favorite podcast platform.
3
3
58
14,553
Stocks, Economy Are Running RED HOT! youtube.com/watch?v=p8572-LX… @DariusDale42 joined @APompliano to explain why robust U.S. economic growth continues to surprise consensus expectations to the upside. Strong household consumption and a booming capital cycle continue to support risk assets despite persistent inflation concerns.
1
2
22
18,072
Is Silver or Bitcoin the right choice for you? usatoday.com/story/money/inv… @DariusDale42 joined @USATODAY’s recent feature comparing Bitcoin and silver to explain why accelerating institutional adoption and digital scarcity continue to reshape the long-term investment landscape for Bitcoin.
1
4
14
1,402
The Macro Minute | May 28, 2026 In today’s video, we answer the following questions: - How is the US consumer faring amid the latest adverse policy shock? - What’s driving the Treasury bond market’s supply-demand imbalance? For daily updates, follow listen to The Macro Minute on your favorite podcast platform.
1
14
1,384
This Trigger Could Send Stocks Bubbling Sharply Higher youtube.com/watch?v=AaVjxiFR… @DariusDale42 joined @adamtaggart on @thoughtfulmoney to highlight why a quiescent Federal Reserve amid a U.S. economy being run “hot” could spark an equity market bubble akin to the late 1990s. This potential policy mismatch risks overstimulating an already strong nominal earnings cycle, specifically threatening an exaggerated boom-bust cycle in both the economy and asset markets.
5
19
2,304
The Macro Minute | May 27, 2026 In today’s video, we answer the following questions: - Will ending the Strait of Hormuz Crisis be a sell-the-news catalyst? - Why don’t we care about Truflation? For daily updates, follow listen to The Macro Minute on your favorite podcast platform.
1
17
1,514
The Macro Minute | May 26, 2026 In today’s video, we answer the following questions: - Should the Fed look through the latest inflationary supply shock? - How is The West Village-Montauk Effect keeping US consumers resilient? For daily updates, follow listen to The Macro Minute on your favorite podcast platform.
2
17
1,586
Should the Fed Look Through the Latest Inflationary Supply Shock? Enjoy these clips from our May 2026 Macro Scouting Report, May 16, 2026 Around the Horn, and May 23, 2026 Around the Horn webcasts, in which we detail critical aspects of the debate among FOMC participants regarding whether to defend the Fed’s price-stability mandate or maintain an increasingly accommodative bias to support the stock market.
1
5
19
12,506