EPISODE · Jan 23, 2026 · 10 MIN
Will the BOJ blow up the 42 Macro Paradigm C bull market?
from The Macro Minute with Darius Dale · host 42 Macro
In today’s Macro Minute, Darius breaks down why Japan’s bond and currency stress is unlikely to derail the Paradigm C bull market—while highlighting what it signals about fiscal dominance, central bank independence, and the growing need to rotate away from sovereign bonds. The episode also tackles skepticism around the AI productivity boom and explains why productivity-led disinflation remains a powerful tailwind for risk assets despite rising volatility.
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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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Will the BOJ blow up the 42 Macro Paradigm C bull market?
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