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Is it time to “sell America” again? episode artwork

EPISODE · Jan 20, 2026 · 14 MIN

Is it time to “sell America” again?

from The Macro Minute with Darius Dale · host 42 Macro

Darius Dale tackles the question investors are quietly asking again: Is it time to "sell America"? He explains why a growing, geopolitically driven supply–demand imbalance in the U.S. Treasury market is catalyzing rotation out of U.S. assets—even as global growth remains strong. Darius breaks down rising geopolitical tensions, historically crowded bullish positioning, and why gold continues to outperform as the premier hedge against sovereign duration 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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Is it time to “sell America” again?

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Frequently Asked Questions

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

This episode is 14 minutes long.

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

This episode was published on January 20, 2026.

What is this episode about?

Darius Dale tackles the question investors are quietly asking again: Is it time to "sell America"? He explains why a growing, geopolitically driven supply–demand imbalance in the U.S. Treasury market is catalyzing rotation out of U.S. assets—even as...

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