EPISODE · Apr 8, 2026 · 9 MIN
Does the US–Israel–Iran ceasefire signal a pending RORO phase transition to a risk-on Market Regime?
from The Macro Minute with Darius Dale · host 42 Macro
Today’s Macro Minute breaks down why the US–Israel–Iran ceasefire is a potential game-changer for markets. Darius explains how the removal of left-tail geopolitical risk is shifting the distribution of outcomes more positively, increasing the likelihood of a transition back to a risk-on regime.
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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Does the US–Israel–Iran ceasefire signal a pending RORO phase transition to a risk-on Market Regime?
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