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 MacroVisor PodcastA Look at the Fed, the Treasury and the BanksAyesha and Mayhem discuss the murmurs of the Fed tapering QT, the US government’s 2024 budget, Treasury issuance and what’s going on with bank earnings and the Bank Term Funding Program.2024-01-1729 minThe MacroVisor PodcastA Look at the Fed, the Treasury and the BanksAyesha and Mayhem discuss the murmurs of the Fed tapering QT, the US government’s 2024 budget, Treasury issuance and what’s going on with bank earnings and the Bank Term Funding Program.2024-01-1729 min
The MacroVisor PodcastMission Accomplished?A review of the week that was, complete with analysis of US inflation data, retail sales, flash PMIs and of course global central bank decisions with Ayesha and Mayhem2023-12-1531 minThe MacroVisor PodcastMission Accomplished?A review of the week that was, complete with analysis of US inflation data, retail sales, flash PMIs and of course global central bank decisions with Ayesha and Mayhem2023-12-1531 min
The MacroVisor PodcastOil, China and Global Markets2023-12-0739 minThe MacroVisor PodcastOil, China and Global Markets2023-12-0739 min
The MacroVisor PodcastOil, China and Global Markets2023-12-0700 min
The MacroVisor PodcastMemorializing Munger, GDP Growth Gushes, and the K-Shaped Recovery2023-11-2923 minThe MacroVisor PodcastMemorializing Munger, GDP Growth Gushes, and the K-Shaped Recovery2023-11-2923 min
The MacroVisor PodcastSwing Trading Space: Momentum, Discipline, and a Systematic ApproachJason and Mayhem discuss longer-term trading time horizons, trading systems, psychology and how to develop and maintain discipline.2023-10-3159 minThe MacroVisor PodcastSwing Trading Space: Momentum, Discipline, and a Systematic ApproachJason and Mayhem discuss longer-term trading time horizons, trading systems, psychology and how to develop and maintain discipline.2023-10-3159 minThe MacroVisor PodcastGlobal Rates, Equities and EarningsA wide ranging discussion on what we’re watching in the US and overseas, and where we think we are in the bond bear market and supposed equity bull Learn more about MacroVisor by visiting us at https://www.macrovisor.com where you can find our regular insights, ideas, and more.2023-10-2434 minThe MacroVisor PodcastGlobal Rates, Equities and EarningsA wide ranging discussion on what we’re watching in the US and overseas, and where we think we are in the bond bear market and supposed equity bull Learn more about MacroVisor by visiting us at https://www.macrovisor.com where you can find our regular insights, ideas, and more.2023-10-2434 min
The MacroVisor PodcastA Discussion about Rates, Japan and China with Weston NakamuraWe have an in-depth discussion with special guest Weston Nakamura of Across the Spread about interest rates, Japan and China’s respective economies and markets, as well as the impact of policy decisions and market forces in Asia on the global picture To learn more about Weston’s work and to follow him, please see the links […]2023-10-201h 29The MacroVisor PodcastA Discussion about Rates, Japan and China with Weston NakamuraWe have an in-depth discussion with special guest Weston Nakamura of Across the Spread about interest rates, Japan and China’s respective economies and markets, as well as the impact of policy decisions and market forces in Asia on the global picture To learn more about Weston’s work and to follow him, please see the links […]2023-10-201h 29
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 MacroVisor PodcastDivergent Economic Outcomes: Japan, China, Europe and the USA lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, […]2023-08-2900 minThe MacroVisor PodcastDivergent Economic Outcomes: Japan, China, Europe and the USA lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, […]2023-08-2900 min
The MacroVisor PodcastDivergent Economic Outcomes: Japan, China, Europe and the USA lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-08-2937 min
The MacroVisor PodcastEnergy Roundtable with Sachin SharmaJoin us for a lively and in-depth conversation about what’s going on in global energy markets, the economy, and much more. Our guest Sachin Sharma breaks down what he’s seeing, and why it matters with a focus on oil and natural gas as well as a discussion on the status of the renewable energy transition. […]2023-08-1300 minThe MacroVisor PodcastEnergy Roundtable with Sachin SharmaJoin us for a lively and in-depth conversation about what’s going on in global energy markets, the economy, and much more. Our guest Sachin Sharma breaks down what he’s seeing, and why it matters with a focus on oil and natural gas as well as a discussion on the status of the renewable energy transition. […]2023-08-1300 min
The MacroVisor PodcastEnergy Roundtable with Sachin SharmaJoin us for a lively and in-depth conversation about what’s going on in global energy markets, the economy, and much more.Our guest Sachin Sharma breaks down what he’s seeing, and why it matters with a focus on oil and natural gas as well as a discussion on the status of the renewable energy transition.We hope you enjoyed this episode! Find Sachin on LinkedIn and Twitter. Let us know if you have any questions in the comments below. This is a public episode. If you would like to discuss this...2023-08-1348 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
The MacroVisor PodcastMixed Signals from the Labor MarketAs a part of our ongoing coverage of labor market conditions, today's NFP data suggests that hiring is beginning to slow The top-line print was 187K, which was considerably softer than expectations.The largest additions were in services at 154K of total jobs created vs 97K in June, with goods producers only adding 18K jobs vs 31K in June.We discuss all this and more in today’s episode. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.su...2023-08-0418 min
The MacroVisor PodcastMixed Signals from the Labor MarketAs a part of our ongoing coverage of labor market conditions, today’s NFP data suggests that hiring is beginning to slow The top-line print was 187K, which was considerably softer than expectations. The largest additions were in services at 154K of total jobs created vs 97K in June, with goods producers only adding 18K jobs […]2023-08-0400 minThe MacroVisor PodcastMixed Signals from the Labor MarketAs a part of our ongoing coverage of labor market conditions, today’s NFP data suggests that hiring is beginning to slow The top-line print was 187K, which was considerably softer than expectations. The largest additions were in services at 154K of total jobs created vs 97K in June, with goods producers only adding 18K jobs […]2023-08-0400 min
Trading Camp - Investing Like ChampionsMacro Driven Trading with Markets & Mayhem | Mid-2023 UpdateOn this episode of trading camp, we interview markets & mayhem. He talks about market developments from the first half of 2023, remaining disciplined in the face of an ever-changing market environment, and shares thoughts on what he’s paying attention to into the end of the year. Guest BioMarkets & Mayhem - an experienced trader and investor who cut his teeth in durings starting in 2005, learning to trade and invest after doing some of his first ever trades during the dot com boom. That experience sparked a powerful passion in him. Mayhem has experience ana...2023-07-311h 37
The MacroVisor PodcastFOMC Recap and AnalysisA discussion about today’s Fed meeting, focusing on Chair Powell’s press conference, and what we’re watching in the economy from here. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-07-2729 min
The MacroVisor PodcastQ2 2023 Earnings PreviewWe discuss what we are watching as earnings season kicks into full swing, in key companies, industries, and sectors as a part of our ongoing coverage of company earnings.If you have any questions, feedback or are interested in having us look at companies reporting on the week of July 24th, we’d love to hear from you in the comments below. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-07-1849 min
The MacroVisor PodcastTarric Brooker on Australia, New Zealand, central bank policy, geopolitics in the region and moreWe sit down with Avid Commentator and discuss what’s going on down under in the economy and beyond. It’s a wide ranging and illuminating conversation that we greatly enjoyed quite a lot.Grab your favorite beverage and a snack, and tune in to this episode of the MacroVisor podcast.To see some of the charts that contextualize data mentioned in this interview, check out this link from Tarric.Find Tarric below at the following platforms:Substack - Twitter - https://twitter.com/AvidCommentatorThreads - https...2023-07-1433 min
The MacroVisor PodcastMid-Afternoon Market UpdateA quick overview of the latest news and what’s going on in the market This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-07-1006 min
The MacroVisor PodcastJason Perz joins Mayhem to discuss the first half of 2023 and what he sees aheadI check back in with Jason Perz on how his year is going. He called going long NASDAQ late last year, and it’s been a great trade! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-07-081h 10
The MacroVisor PodcastChecking in on China and the UKIs the reopening of China living up to the hype?Will the Bank of England be able to break UK’s historic inflation?We discuss this and much more in today’s episode. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-06-2736 min
The MacroVisor PodcastA Big Week in Macro World and New Themes to WatchThis episode touches on the week that was in economic data and what we see taking shape in the world of macro. We discuss inflation data, the labor market, how consumers are feeling, what they’re buying, and how manufacturing is faring in the state of New York. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-06-2030 min
The MacroVisor PodcastMacroVisor Fednesday ForumAyesha and Mayhem discuss the Fed, policy implications, the press conference, and have a Q&A with a live group on Twitter Spaces for this episode of the podcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-06-151h 22
The MacroVisor PodcastStrong Labor, Sticky Services Inflation, the Fed, and What's to ComeA dive into what's happening in the economy, focused on the labor market, the divergence between manufacturing and labor, the Chinese reopening, the debt ceiling passing and what's to come next, and much more This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-06-0243 min
The MacroVisor PodcastFed Minutes, Fitch, the Debt Ceiling Aftermath, and MoreWe bring you the latest in our continuing coverage of what’s going on in the financial system, our macroeconomic analysis, and much more.Tune in for a discussion about the latest Fed minutes, the potential Fitch downgrade of the United States’ AAA credit rating, the aftermath of the debt ceiling, and more.Brought to you by MacroVisor. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-05-271h 01
The MacroVisor PodcastMacroVisor: A discussion about the debt ceilingAyesha and Mayhem break down what’s happening with the US government’s debt ceiling Kabuki theater, how we may face a government shutdown if they cannot resolve the situation, and what happens after the debt ceiling is lifted. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-05-191h 17
The MacroVisor PodcastMacroVisor: Discussing the US CPI reportAll eyes were on the CPI report today, which showed mixed results. Disinflation is a theme in many areas, which is encouraging, but others show some degree of stickiness, or even acceleration.We discuss the data, what it means, and why it may be important for the Fed and economy. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-05-1150 min
The MacroVisor PodcastA discussion about the Fed rate decisionJoin Ayesha and Mayhem as they host a Twitter Spaces discussing the FOMC rate decision and press conference with Chair Powell. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-05-0343 min
The MacroVisor PodcastExploring the valuation of the NASDAQ, inflation, GDP, as well as the change of guard at the Bank of JapanWith so much going on with earnings season, it’s easy to forget the big picture, but we break it down and discuss what we’re watching and why it matters. Don’t miss this episode of the MacroVisor podcast with Ayesha and Mayhem! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-04-2433 min
The MacroVisor PodcastQ1 2023 Earnings PreviewAyesha and Mayhem discuss Q1 2023 earnings season, with a review of the last week and a preview of the week ahead. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-04-171h 12
The MacroVisor PodcastLabor, ISM, de-dollarization, bank earnings, and the week of economic events aheadA thoughtful discussion about the economic data we're seeing, particularly as it pertains to the labor market and ISM, as well as the kick-off of earnings season with the money center banks, de-dollarization: reality vs rumor, and the big week of economic events ahead by your hosts Ayesha and Mayhem. Plus a kick-off of the MacroVisor.com premium service with a 50% off special discount as we launch. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-04-1123 min
The MacroVisor PodcastSystematic Trading: An Interview with Jason PerzJason and Mayhem discuss backtesting, trading multiple asset classes, different types of trading techniques, and why it pays to take a systematic approach. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-04-0555 min
Coffee and a MikeMarkets & Mayhem #580Markets & Mayhem is an experienced trader and investor, cutting his teeth in the markets starting in 2005, learning to trade and then invest after doing some of his first trades during the dot com boom. We discuss events leading up to the 2008 Great Financial Crisis, the pain we face today, the tight rope Powell has to walk, the power of social media, science fiction movies and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! Follow Markets & Mayhem Traderade Website- https://www.traderade.com/ Macrovisor- https://www.macrovisor.com/ Twitter- h...2023-03-281h 19
The MacroVisor PodcastThe banking crisis of confidence This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-03-2130 minCoffee 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
The MacroVisor PodcastDelayed, but not canceled ... This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com2023-03-0726 min
The MacroVisor PodcastIs the bear market rally nearing its end?In the third installment of the MacroVisor podcast Ayesha and I discuss our views on this latest bear market rally and why it may be closer to its end than beginning:* The bear market rally was led by short covering, 0DTE options, central bank and TGA liquidity, as well as retail, CTAs, and managed money* There isn't much fuel left for further upside based on our analysis* Downside risks have grown significantly with weakening fundamentals, leading econometrics, 0DTE mania, Fed and ECB tightening, as well as current stretched positioning* As a result, we be...2023-02-211h 57
The MacroVisor PodcastCracks in the EconomyWelcome to the second episode of the MacroVisor Podcast.The podcast is aimed at bringing you thought on the financial markets - from the Big Picture “Macro” to the Fundamental “Micro”.In this episode we cover:* A look at the key economic data in 2023* Cracks forming in the economy and why it is important to monitor* ISM, M2 Money Supply, GDP, Retail Sales, UoM Inflation Expectations, Small and Medium Businesses, US Credit Default SwapsThank you for tuning in and wish you safe investing ahead! This...2023-02-1434 min
The MacroVisor PodcastCracks in the MarketWelcome to the first episode of the MacroVisor Podcast. The podcast is aimed at bringing you thought on the financial markets - from the Big Picture “Macro” to the Fundamental “Micro”. In this episode we cover:* A look back at 2022 and what dominated financial market activity* Cracks forming in the stock market and the patterns we’re seeing* Liquidity, volatility and central bank tightening* The Fed’s Policies* Upcoming earnings and the impending earnings recessionThank you for tuning in and wish you safe investi...2023-01-0323 min