EPISODE · Apr 24, 2026 · 6 MIN
When does our Jobless Recovery theme stop being bullish for stocks?
from The Macro Minute with Darius Dale · host 42 Macro
Darius argues that what looks like weakness in the labor market is actually structurally bullish in the near term, as AI-driven productivity gains support margins, earnings, and broader economic resilience. Investors are still underpricing the full impact of Paradigm C, the Productivity Boom, and expanding liquidity, which continue to act as tailwinds for risk assets.
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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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When does our Jobless Recovery theme stop being bullish for stocks?
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