EPISODE · Oct 22, 2025 · 10 MIN
What do the corrections in gold and crypto signal about the durability of our Paradigm C bull market?
from The Macro Minute with Darius Dale · host 42 Macro
Darius Dale explains why the Federal Reserve’s balance sheet—not just interest rates—remains the key driver of monetary policy tightness. Despite restrictive conditions, 42 Macro’s models continue to signal that the U-shaped economy is bottoming, with rate cuts expected next week and again in December. Paradigm C remains intact as liquidity expansion and monetary easing set the stage for the next leg of the bull market.
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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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What do the corrections in gold and crypto signal about the durability of our Paradigm C bull market?
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