EPISODE · Aug 25, 2026 · 9 MIN
Who’s right: Druckenmiller or Bessent?
from The Macro Minute with Darius Dale · host 42 Macro
In this version of the Macro Minute, Darius examines who’s right in the Treasury market debate between Stanley Druckenmiller and Scott Bessent, explaining why recent efforts to manage the bond market may ultimately accelerate the transition toward Paradigm D, or “Control + Print.” He also discusses 42 Macro’s estimate that the 10-year Treasury yield remains well below fair value and why the structural supply-demand imbalance in the Treasury market remains a critical long-term risk for investors.
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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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Who’s right: Druckenmiller or Bessent?
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