EPISODE · Sep 16, 2025 · 14 MIN
Is the US economy still resilient?
from The Macro Minute with Darius Dale · host 42 Macro
Today’s Macro Minute unpacks why the U.S. economy remains resilient, with August retail sales and industrial production both surprising to the upside. Darius Dale explains why the risk of an outright recession remains low, why 2026 still looks set for a stronger-than-expected recovery, and how political battles at the Fed underscore the Fourth Turning backdrop. Tune in for insights on portfolio strategy, quantitative signals, and why gold, equities, and Bitcoin remain key hedges in this regime.
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 US economy still resilient?
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