EPISODE · May 8, 2025 · 9 MIN
Who’s right—President Trump or Fed Chair Powell?
from The Macro Minute with Darius Dale · host 42 Macro
This podcast examines the contrasting views on monetary policy between President Trump and Fed Chair Powell, ultimately endorsing Powell’s cautious strategy. The discussion covers a detailed macro outlook, including the current deflation regime, and highlights the importance of defensive portfolio construction. It reviews quantitative signals that underscore a risk-off environment and assesses potential risks like rising inflation expectations and geopolitical tensions. The episode also debunks claims of stealth QE, urging investors to remain vigilant against misleading market narratives.
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—President Trump or Fed Chair Powell?
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