EPISODE · May 19, 2026 · 5 MIN
Are investors too all in on AI?
from The Macro Minute with Darius Dale · host 42 Macro
In this episode, we break down why investor positioning around AI may be reaching euphoric extremes, with fund managers now the most bullish they’ve been since the peak of the 2022 everything bubble. He explains why the Fed may soon be forced to respond to an economy running too hot, how investors should think about avoiding costly Type II errors, and why gold continues to struggle amid shifting Fed expectations and global liquidity stress tied to the Strait of Hormuz.
What this episode covers
The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.
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Are investors too all in on AI?
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