Is the consensus rush to acquire downside protection over yet? episode artwork

EPISODE · Mar 4, 2026 · 15 MIN

Is the consensus rush to acquire downside protection over yet?

from The Macro Minute with Darius Dale · host 42 Macro

In this edition of the Macro Minute, we examine whether the recent rush for downside protection in markets is already over. Darius explains that while the first wave of hedging may have passed, continued geopolitical escalation and the risk of an inflation shock could trigger additional rounds of delta hedging.

Episode metadata supplied by the publisher feed · Published Mar 4, 2026

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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 consensus rush to acquire downside protection over yet?

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