Are markets correct to continue pricing in the “TACO trade”? episode artwork

EPISODE · Oct 13, 2025 · 9 MIN

Are markets correct to continue pricing in the “TACO trade”?

from The Macro Minute with Darius Dale · host 42 Macro

Today’s Macro Minute explores why markets continue to price in the Paradigm C regime despite tariff volatility. Darius discusses the evolving macro landscape, the Fed’s next move, and how investors should interpret the recent crypto liquidation within a still-bullish regime.

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 correct to continue pricing in the “TACO trade”?

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This episode is 9 minutes long.

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This episode was published on October 13, 2025.

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Today’s Macro Minute explores why markets continue to price in the Paradigm C regime despite tariff volatility. Darius discusses the evolving macro landscape, the Fed’s next move, and how investors should interpret the recent crypto liquidation...

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