EPISODE · Aug 25, 2025 · 8 MIN
Will NVIDIA earnings and/or the July PCE Report disrupt or truncate our Paradigm C bull market?
from The Macro Minute with Darius Dale · host 42 Macro
Darius Dale breaks down why NVIDIA earnings and the July PCE report are the week’s pivotal catalysts. With crowded bullish positioning at February highs, markets face left-tail risks if AI enthusiasm falters or inflation surprises. But with Powell signaling cuts and Paradigm C intact, KISS and Dr. Mo remain the compass for managing risk and compounding returns.
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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Will NVIDIA earnings and/or the July PCE Report disrupt or truncate our Paradigm C bull market?
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