EPISODE · Jul 24, 2026 · 4 MIN
Is the global cost of capital too low?
from The Macro Minute with Darius Dale · host 42 Macro
We examine why the global cost of capital remains too low despite mounting signs of tightening global liquidity. Darius also explains how structurally elevated nominal GDP growth, depressed global savings growth, and intensifying competition for capital are driving higher global bond yields and increasing the risk of a summer 1998-style correction.
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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 the global cost of capital too low?
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