EPISODE · Dec 17, 2025 · 11 MIN

Is the AI trade over?

from The Macro Minute with Darius Dale · host 42 Macro

Today, the Macro Minute tackles whether the AI trade is truly over—and why the answer is a resounding no. Darius explains how Paradigm C and the early steps into Paradigm D continue to fuel AI investment, capital-market buoyancy, and liquidity support. He breaks down the geopolitical catalysts pushing gold and precious metals to new highs, highlights the risks of crowded bullish positioning, and revisits the startling reality that the U.S. dollar has been devalued over 60% against gold this year.

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 the AI trade over?

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

This episode is 11 minutes long.

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This episode was published on December 17, 2025.

What is this episode about?

Today, the Macro Minute tackles whether the AI trade is truly over—and why the answer is a resounding no. Darius explains how Paradigm C and the early steps into Paradigm D continue to fuel AI investment, capital-market buoyancy, and liquidity...

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