EPISODE · Sep 23, 2025 · 10 MIN
Did Fed Governor Stephen Miran do enough to support our Paradigm C bull market?
from The Macro Minute with Darius Dale · host 42 Macro
In today’s Macro Minute, Darius breaks down Fed Governor Stephen Miran’s pivotal speech at the Economic Club of New York and what it means for Paradigm C. Miran reframed his dovish outlook as grounded in economic theory, signaling a gradual structural regime change at the Fed. We discuss why this evolution supports risk assets, what the bond market’s reaction tells us, and how the KISS portfolio remains positioned to outperform as financial repression deepens.
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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Did Fed Governor Stephen Miran do enough to support our Paradigm C bull market?
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