In this episode, the discussion centers on President Trump’s nomination of Scott Bessent as Treasury Secretary and how markets are reacting across asset classes including stocks, bonds, the dollar, gold, bitcoin, oil, and copper. The podcast reviews detailed macro analysis from 42 Macro, addressing market interpretations, fiscal realism under Trump’s populist agenda, and potential cabinet conflicts. Listeners also receive an overview of quantitative signals, portfolio strategies suited for an inflationary regime, and key risks and opportunities in today’s macroeconomic landscape.
The Macro Minute with Darius Dale