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How is corporate America weathering the trade policy uncertainty storm? episode artwork

EPISODE · Aug 5, 2025 · 11 MIN

How is corporate America weathering the trade policy uncertainty storm?

from The Macro Minute with Darius Dale · host 42 Macro

Darius Dale unpacks why Q2 earnings are crushing expectations and what it means for the Paradigm C thesis. He explains how AI, deregulation, and a weaker dollar are driving upside risks—and why income, not job counts, is what really matters for markets.

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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How is corporate America weathering the trade policy uncertainty storm?

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Frequently Asked Questions

How long is this episode of The Macro Minute with Darius Dale?

This episode is 11 minutes long.

When was this The Macro Minute with Darius Dale episode published?

This episode was published on August 5, 2025.

What is this episode about?

Darius Dale unpacks why Q2 earnings are crushing expectations and what it means for the Paradigm C thesis. He explains how AI, deregulation, and a weaker dollar are driving upside risks—and why income, not job counts, is what really matters for...

Can I download this The Macro Minute with Darius Dale episode?

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