EPISODE · Apr 3, 2025 · 8 MIN
Technical recession or actual recession?
from The Macro Minute with Darius Dale · host 42 Macro
Darius explains how recent policy moves such as significant tariff hikes are pushing the US economy toward a real recession. In this podcast, he examines the implications of a 10% tariff on imports that could slash GDP growth, trigger inflation and heighten unemployment risk. He also details portfolio strategy adjustments—from shifting out of equities and Treasuries into cash, gold, and Bitcoin—to manage risk in a high-volatility, policy-driven environment, while addressing client concerns about retirement portfolio protection.
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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Technical recession or actual recession?
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