EPISODE · Jan 29, 2026 · 11 MIN
Is the productivity story more important than the Fed?
from The Macro Minute with Darius Dale · host 42 Macro
Darius explains why productivity—not the Federal Reserve—is now the dominant driver of markets. He breaks down how AI-driven layoffs are boosting margins, accelerating disinflation, and reshaping the investment landscape, and why systematic risk management remains essential amid Fourth Turning volatility.
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.
NOW PLAYING
Is the productivity story more important than the Fed?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.