Can the stock market perform well if AI permanently impairs the labor market? episode artwork

EPISODE · Feb 24, 2026 · 17 MIN

Can the stock market perform well if AI permanently impairs the labor market?

from The Macro Minute with Darius Dale · host 42 Macro

Today, we tackle a critical question: can stocks continue to rally if AI permanently disrupts the labor market? Darius explains why productivity-driven profit expansion may outweigh employment dislocation, why the Fed’s reaction function could evolve in a jobless recovery, and how investors should stay disciplined within Paradigm C using systematic risk management rather than reacting to headlines.

Episode metadata supplied by the publisher feed · Published Feb 24, 2026

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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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Can the stock market perform well if AI permanently impairs the labor market?

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