EPISODE · Apr 16, 2025 · 10 MIN
Will risk assets retest the lows?
from The Macro Minute with Darius Dale · host 42 Macro
This podcast explores the macro implications of the Trump administration’s shift to a 'de-escalate' phase and its potential to trigger a short-term retest of the lows for risk assets. It details how strategic moves like a 90-day tariff pause and Treasury tone shifts may activate a 'Trump Put', discusses portfolio strategies focusing on gold and non-U.S. assets, and examines quantitative signals and market regimes that support maintaining long positions in gold despite potential market drawdowns.
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 risk assets retest the lows?
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