Are markets adequately priced for regime change at the Fed, part IV? Should 401(k)s be exposed to alternative assets? episode artwork

EPISODE · Aug 8, 2025 · 12 MIN

Are markets adequately priced for regime change at the Fed, part IV? Should 401(k)s be exposed to alternative assets?

from The Macro Minute with Darius Dale · host 42 Macro

President Trump advances his Fed reshuffle and opens the door for 401(k) access to alternatives. In today’s Macro Minute, Darius Dale breaks down the implications of Waller and Miran’s rise, the inflation debate surrounding tariffs, and why volatility is the best signal for managing left-tail risk. Plus, a powerful community question on stop losses and protecting wealth through systematic investing.

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 markets adequately priced for regime change at the Fed, part IV? Should 401(k)s be exposed to alternative assets?

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This episode is 12 minutes long.

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This episode was published on August 8, 2025.

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President Trump advances his Fed reshuffle and opens the door for 401(k) access to alternatives. In today’s Macro Minute, Darius Dale breaks down the implications of Waller and Miran’s rise, the inflation debate surrounding tariffs, and why...

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