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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.

Episode metadata supplied by the publisher feed · Published Jan 29, 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 productivity story more important than the Fed?

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This episode was published on January 29, 2026.

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