EPISODE · Jun 10, 2025 · 8 MIN
Is the US-China trade dispute about to materially disrupt the tech sector?
from The Macro Minute with Darius Dale · host 42 Macro
In today’s Macro Minute, Darius Dale dissects the escalating US-China trade tensions and their implications for tech and AI sectors. Despite geopolitical noise, he argues the AI trade still has room to run amid slowing real economy growth. Darius also explains why the labor market is already feeling the disruptive effects of AI and weighs in on how markets might react to a potential Fed chair-in-waiting announcement. Tune in for a fast-paced breakdown of positioning, risks, and how to stay aligned with the evolving macro landscape.
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 US-China trade dispute about to materially disrupt the tech sector?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.