EPISODE · Aug 26, 2025 · 11 MIN
Is investor consensus adequately positioned for regime change at the Fed?
from The Macro Minute with Darius Dale · host 42 Macro
Darius Dale explains why investors are unprepared for regime change at the Fed. With real short rates headed lower and yield curve control looming, the playbook is shifting: risk assets and gold have right-tail upside, while the dollar faces left-tail risk. Plus, hear how 42 Macro’s KISS framework gives investors the confidence to stay invested and retire on time, comfortably.
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 investor consensus adequately positioned for regime change at the Fed?
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