EPISODE · Aug 7, 2025 · 14 MIN
How will POTUS reshape the Fed? How should investors gauge the impact of tariffs?
from The Macro Minute with Darius Dale · host 42 Macro
President Trump’s tariffs are live, Fed regime change is looming, and investors are being forced to capitulate into Paradigm C. In today’s Macro Minute, Darius Dale unpacks why structurally higher nominal growth, persistent fiscal expansion, and a potential pivot at the Fed are reshaping market dynamics—and why investors must stay systematic to navigate it. He also responds to a client’s powerful question about trusting the KISS model, highlighting how 42 Macro’s institutional-grade tools are helping clients worldwide stay on the right side of market risk.
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 will POTUS reshape the Fed? How should investors gauge the impact of tariffs?
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