EPISODE · Aug 13, 2025 · 6 MIN
What’s the latest regarding US fiscal policy and US Treasury net financing policy dynamics?
from The Macro Minute with Darius Dale · host 42 Macro
Darius Dale breaks down the latest U.S. fiscal and Treasury financing dynamics—why tariffs won’t meaningfully cut the deficit, how Paradigm C is fueling bull markets in stocks, gold, and Bitcoin, and what structural debt drivers mean for investors. He also explains the policy choices ahead and how they could shape portfolio strategy 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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What’s the latest regarding US fiscal policy and US Treasury net financing policy dynamics?
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