Shows
The Contrarian Investor PodcastThe Specter of Stagflation Still Looms: Ayesha TariqAyesha Tariq, founder of Macro Visor, rejoins the podcast to discuss her views on the economy, markets, and where investors should look for opportunities. This episode was recorded on Tuesday, May 7 and made available to premium subscribers that same day. Become a premium subscriber. Content Highlights: The macro set-up and why people are talking about stagflation (1:56); The K-shaped economy and the damage being done (3:31); Fed Chair Jerome Powell claims there's no stag and no flation. Is he wrong? (It wouldn't be the first time) (8:50); Faced with this backdrop, what does one do as an investor? (13:03); China...2024-05-1327 min
RATIONAL INVESTING, with Cameron Stewart CFAIs China Investable? Growing Signs of Trouble - Cameron Stewart, CFA & Ayesha Tariq, CFA DiscussIn this insightful video, Cameron Stewart, CFA, and Ayesha Tariq, CFA dive deep into the topic of whether China is still a viable investment opportunity. As two seasoned financial analysts, they bring their expertise to the table and explore the growing signs of trouble that investors should be aware of. From economic indicators to political tensions, they cover it all in this must-watch discussion. If you're interested in the future of investing in China, this video is a must-watch. Don't miss out on this valuable insight from two industry experts. Watch now and stay ahead of the curve in...2024-04-1151 min
MicDropMarketsMicDropMarkets Spaces #6: Global Oil and Gas MarketsGuests: Ayesha Tariq, Leonid Mironov, Robert MullinAyesha Tariq Is the Co-Founder of MacroVisor, where she leverages her extensive experience and expertise in the financial markets to provide insightful and actionable macroeconomic research and cross-asset investment strategies to clients. She is a CFA Charterholder with over 19 years of experience in analyzing companies and investments, providing corporate finance advisory, and structuring deals across various sectors and regions.She started in Corporate Banking, then moved to a private family business as the Head of Treasury and Investments, managing a portfolio a substantial portfolio in...2024-02-091h 05
The Contrarian Investor PodcastHard Landing for the US Economy, Mild Recession to Spare Emerging Markets: Ayesha TariqThis podcast episode was recorded on Aug. 29 with a 'highlight' clip of the most actionable insights released to premium subscribers that same day. Premium subscribers then received the full episode -- without ads or interruptions -- the following day, on Aug. 30. To find out more about premium subscriptions, visit our Substack. Ayesha Tariq, co-founder of MacroVisor, rejoins the podcast to discuss why she is expecting a hard landing for the US economy along with other contrarian views she has about the Federal Reserve and global financial markets. Content Highlights The 'soft landing' scenario has...2023-09-0438 min
The 7investing PodcastWhat the Global Macro Means for Investors with MacroVisor's Ayesha Tariq
There's certainly no shortage of news and headlines about the American economy these days. This morning's announcement of 3.2% inflation in July is sending stocks higher across-the-boards. Investors are excited that the Fed's aggressive rate hikes from the past eighteen months may finally be showing signs of getting inflation back in-check. If the Fed were to see the progress it needs to see and take a more dovish stance toward the economy, it could lead to economic growth and stock market appreciation. But the United States is also just one country, and "investing" spans across the entire globe. How is...2023-08-1046 min
Coffee and a MikeAyesha Tariq, CFA #577Ayesha Tariq, CFA has over 18 years of experience in the financial markets analyzing companies & investments providing corporate finance advisory and structuring deals. On the podcast we discuss why commercial real estate has kept her up at night, SVB, regional banks collapsing, swap lines provided by central banks to enhance the provision of U.S. dollar liquidity, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! Follow Ayesha Twitter- https://twitter.com/AyeshaTariq?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Instagram- https://instagram.com/ayeshatariq_investing?igshid=YmMyMTA2M2Y= 2023-03-211h 13