Is the productivity story more important than the Fed? episode artwork

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.

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?

0:00 11:38

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

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

This episode is 11 minutes long.

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

This episode was published on January 29, 2026.

What is this episode about?

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...

Can I download this The Macro Minute with Darius Dale episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!