EPISODE · Mar 6, 2026 · 14 MIN
Is AI causing a recession in the US economy?
from The Macro Minute with Darius Dale · host 42 Macro
Darius Dale breaks down whether AI is causing a recession in the U.S. economy and explains why the data instead supports 42 Macro’s Jobless Recovery thesis. He also discusses recent labor market signals, the Fed’s policy error risk, and why investors should focus on the six key macro cycles—not geopolitical headlines—to stay on the right side of market risk.
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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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Is AI causing a recession in the US economy?
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