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AI JournalGemini, Google-PayPal, Macroscope, and Zoom’s Bold MovesEpisode Summary
In this episode, we dive into four groundbreaking stories shaping the future of AI and technology. From Google DeepMind’s Gemini 2.5 outperforming elite coders to Google and PayPal teaming up for agentic commerce, innovation is accelerating at lightning speed. We also explore how the founders of Periscope are reinventing developer productivity with Macroscope, and how Zoom’s bold AI upgrades at Zoomtopia could redefine how we collaborate. These stories collectively reveal how AI is rapidly reshaping industries, workflows, and even the way we live and work.
What You’ll Learn in This Episode
Ho...
2025-09-1905 min
Generative Now | AI Builders on Creating the FutureFrom Periscope to Macroscope: Kayvon Beykpour’s Vision for AI-Powered DevelopmentIn this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Kayvon Beykpour, co-founder and CEO of Macroscope, which launches today, and the former co-founder of Periscope. They dive into how Macroscope will serve as an “understanding engine” for software companies, giving leaders real-time visibility and saving engineers time with AI-powered workflows. Kayvon reflects on his journey from building Periscope and leading product at Twitter to reimagining how teams manage both human and agentic workforces. They get into philosophies on starting companies, management styles, and how AI could be the thing that helps managers solve their biggest chal...
2025-09-171h 02
vfa-Tonspur. Aus Forschung, Wirtschaft und PolitikMacroScope Shorts - Herbstdebatten, Ministeriumswechsel und die Frage nach sozialer GerechtigkeitWird der „Herbst der Reformen“ tatsächlich ein Aufbruch für die deutsche Wirtschaftspolitik? Welche Bedeutung hat der Abgang von Elga Bartsch aus dem Wirtschaftsministerium? Und warum landet die Finanzierung des Bürgergelds nun vor Gericht? Diese Themen diskutieren Franziska Walser und Dr. Claus Michelsen in MacroScope Shorts. Hosted on Acast. See acast.com/privacy for more information.
2025-09-1720 min
MacroScope - Der wirtschaftspolitische PodcastMacroScope Shorts – Herbstdebatten, Ministeriumswechsel und die Frage nach sozialer GerechtigkeitWird der „Herbst der Reformen“ tatsächlich ein Aufbruch für die deutsche Wirtschaftspolitik? Welche Bedeutung hat der Abgang von Elga Bartsch aus dem Wirtschaftsministerium? Und warum landet die Finanzierung des Bürgergelds nun vor Gericht? Diese Themen diskutieren Franziska Walser und Dr. Claus Michelsen in MacroScope Shorts. Hosted on Acast. See acast.com/privacy for more information.
2025-09-1720 min
vfa-Tonspur. Aus Forschung, Wirtschaft und PolitikMacroScope Shorts — Revidierte Zahlen, Zölle und die SchuldenbremseSind Wirtschaftsdaten endgültig? Die Revisionen der Volkswirtschaftlichen Gesamtrechnung zeigen: Zahlen sind dynamisch – und das aus gutem Grund. Welche Auswirkungen neue Korrekturen auf politische Diskussionen zu Schuldenbremse und Zöllen haben, erklärt Dr. Claus Michelsen, Chefökonom des Verbands forschender Pharmaunternehmen, in dieser Folge der MacroScope Shorts. Hosted on Acast. See acast.com/privacy for more information.
2025-08-0618 minMacroScope - Der wirtschaftspolitische PodcastMacroScope Shorts – Revidierte Zahlen, Zölle und die SchuldenbremseSind Wirtschaftsdaten endgültig? Die Revisionen der Volkswirtschaftlichen Gesamtrechnung zeigen: Zahlen sind dynamisch – und das aus gutem Grund. Welche Auswirkungen neue Korrekturen auf politische Diskussionen zu Schuldenbremse und Zöllen haben, erklärt Dr. Claus Michelsen, Chefökonom des Verbands forschender Pharmaunternehmen, in dieser Folge der MacroScope Shorts. Hosted on Acast. See acast.com/privacy for more information.
2025-08-0518 min
vfa-Tonspur. Aus Forschung, Wirtschaft und PolitikMacroScope Shorts - Stromsteuer, Trump-Zölle und ein neuer ChefökonomWas steckt hinter der Stromsteuerdebatte? Wie ernst sind Trumps Zolldrohungen? Warum steigt die Unsicherheit in der Wirtschaft? Und wer ist eigentlich der neue leitende Ökonom im Finanzministerium? Antworten gibt es in dieser ersten Ausgabe von MacroScope Shorts mit Dr. Claus Michelsen, Chefökonom des Verbands forschender Pharmaunternehmen. Hosted on Acast. See acast.com/privacy for more information.
2025-07-1018 minMacroScope - Der wirtschaftspolitische PodcastMacroScope Shorts – Stromsteuer, Trump-Zölle und ein neuer ChefökonomWas steckt hinter der Stromsteuerdebatte? Wie ernst sind Trumps Zolldrohungen? Warum steigt die Unsicherheit in der Wirtschaft? Und wer ist eigentlich der neue leitende Ökonom im Finanzministerium? Antworten gibt es in dieser ersten Ausgabe von MacroScope Shorts mit Dr. Claus Michelsen, Chefökonom des Verbands forschender Pharmaunternehmen. Hosted on Acast. See acast.com/privacy for more information.
2025-07-1018 min
The Wizard Factory Podcast"Under The Macroscope - Psyops, Political Hypnosis, & Spiritual Authenticity" // Podcast #111👁️ The world isn't just what we see—it's what we’re told to see. In this episode of Under The Macroscope, I sit down with author Daniel Maddox to expose the hidden layers of psyops, mass political hypnosis, and the battle for spiritual authenticity in an age of deception. From manufactured narratives to the subtle programming that shapes our beliefs, we break down how to recognize the systems designed to control your perception. Don’t miss this deep dive into the unseen forces shaping our world and how to escape the illusion. 🔬------------------------------------------------🌲 Wizard Factory Links: ►https://l...
2025-03-051h 18
The FESTIVE ROAD CastThe MACROSCOPE 2.0 Podcast Series - EpilogueThe MACROSCOPE 2.0 outlines nine trends from the FESTIVE ROAD hive mind and deep listening exercises with travel buyers and suppliers in Europe, America and Asia.This podcast series brings the report to life with commentary and interaction from Roaders on the different trends and how they see them impacting travel buyers and suppliers.In this epilogue episode, we hear reflections from the FESTIVE ROAD leadership team on their views and thoughts on how the trends impact the wider travel and meetings ecosystem.If you want to learn more about FESTIVE ROAD, or you...
2024-07-2131 min
The FESTIVE ROAD CastThe MACROSCOPE 2.0 Podcast Series - Trend #9 - Disruption At The Very Corehe MACROSCOPE 2.0 outlines nine trends from the FESTIVE ROAD hive mind and deep listening exercises with travel buyers in Europe, America and Asia.This podcast series brings the report to life with commentary and interaction from Roaders on the different trends and how they see them impacting travel buyers.For Trend #9, Roaders Mike Orchard and Carol Peter bring the trend “Take the lead or be directed” to life. They incorporate debate and discussion about the impact the trend will have on buyers and travellers.If you want to learn more about FESTIVE ROAD, or y...
2024-07-1023 min
The FESTIVE ROAD CastThe MACROSCOPE 2.0 Podcast Series - Trend #8 - Take the Lead Or Be DirectedThe MACROSCOPE 2.0 outlines nine trends from the FESTIVE ROAD hive mind and deep listening exercises with travel buyers in Europe, America and Asia.This podcast series brings the report to life with commentary and interaction from Roaders on the different trends and how they see them impacting travel buyers.For Trend #8, Roaders Esther Van Der Aa & Kelly Schimke bring the trend “Take the lead or be directed” to life. They incorporate debate and discussion about the impact the trend will have on buyers and travellers.If you want to learn more about FESTIVE ROAD...
2024-06-2526 min
The FESTIVE ROAD CastThe MACROSCOPE 2.0 Podcast Series - Trend #7 - Hail to the Storytellers.The MACROSCOPE 2.0 outlines nine trends from the FESTIVE ROAD hive mind and deep listening exercises with travel buyers in Europe, America and Asia.This podcast series brings the report to life with commentary and interaction from Roaders on the different trends and how they see them impacting travel buyers.For Trend #7, Roaders Sean Melchionno & Anu Kuchibhotla bring the trend “Hail to the Storytellers” to life. They incorporate debate and discussion about the impact the trend will have on buyers and travellers.If you want to learn more about FESTIVE ROAD, or you would like...
2024-06-1223 min
The FESTIVE ROAD CastThe MACROSCOPE 2.0 Podcast Series - Trend #6 - The API Explosion Brings Buyer EmpowermentThe MACROSCOPE 2.0 outlines nine trends from the FESTIVE ROAD hive mind and deep listening exercises with travel buyers and suppliers in Europe, America and Asia.This podcast series brings the report to life with commentary and interaction from Roaders on the different trends and how they see them impacting travel buyers and suppliers.For Trend #6, Roaders Lora Ellis & Abi Cummings bring the trend “The API Explosion Brings Buyer Empowerment” to life. They incorporate debate and discussion about the impact the trend will have on buyers and travellers and how suppliers should think differently about their appr...
2024-05-2814 min
The FESTIVE ROAD CastMACROSCOPE 2.0 Pod Cast Series - Trend #4 - The Whole Trip Experience (at last)The MACROSCOPE 2.0 outlines nine trends from the FESTIVE ROAD hive mind and deep listening exercises with travel buyers and suppliers in Europe, America and Asia.This podcast series brings the report to life with commentary and interaction from Roaders on the different trends and how they see them impacting travel buyers and suppliers.For Trend #4, Roaders Katie Virtue and Alison O'Sullivan bring the trend—“The Whole Trip Experience (at last)” to life. She incorporates debate and discussion about the impact the trend will have on buyers and travellers and how suppliers should think differently about their a...
2024-04-1620 min
The FESTIVE ROAD CastThe MACROSCOPE 2.0 Podcast Series - Trend #3 - It was always about the meeting.The MACROSCOPE 2.0 outlines nine trends from the FESTIVE ROAD hive mind and deep listening exercises with travel buyers and suppliers in Europe, America and Asia.This podcast series brings the report to life with commentary and interaction from Roaders on the different trends and how they see them impacting travel buyers and suppliers.For Trend #3, Roader Meredith Smith and Ian Jones brings the trend—“It was always all about the meeting” to life. She incorporates debate and discussion about the impact the trend will have on buyers and travellers and how suppliers should think differently about t...
2024-04-0916 min
The FESTIVE ROAD CastThe MACROSCOPE 2.0 Podcast Series - Trend #2 - ESG at the very coreThe MACROSCOPE 2.0 outlines nine trends from the FESTIVE ROAD hive mind and deep listening exercises with travel buyers and suppliers in Europe, America and Asia.This podcast series brings the report to life with commentary and interaction from Roaders on the different trends and how they see them impacting travel buyers and suppliers.For Trend #2 Roaders Ami Taylor and Sally Higgs bring the trend – ESG at the purposeful core, incorporating debate and discussion about the impact the trend will have on buyers and travelers and how suppliers should thing differently about their approach to the bu...
2024-03-2524 min
Bitcoin AudibleRead_809 - Bitter Opposition to Bitcoin"In a system that depends on irresponsible government spending (especially for perpetual war) and fiat printing to cover that irresponsibility, alarm bells cannot be allowed to work. There must be no pure price signals.
~ MacroScope
In "Bitter Opposition to Bitcoin," the episode delves into the reasons behind policymakers' aversion to Bitcoin, particularly the prospect of a Bitcoin ETF. What if the antagonism has nothing to do with the openly stated claims? Does Warren actually think Bitcoin is used by only criminals, or does she hate it for another reason entirely, one that...
2024-03-1943 min
The FESTIVE ROAD CastThe MACROSCOPE 2.0 Podcast Series - Introduction & methodologyThe MACROSCOPE 2.0 outlines nine trends from the FESTIVE ROAD hive mind and deep listening exercises with travel buyers and suppliers in Europe, America and Asia.This podcast series brings the report to life with commentary and interaction from Roaders on the different trends and how they see them impacting travel buyers and suppliers.In this introductory episode, FESTIVE ROAD’s managing partner, Caroline Strachan, outlines the series’ introduction and the methodology used to create the report and the subsequent podcast series.If you want to learn more about FESTIVE ROAD, or you would like...
2024-03-1205 min
The FESTIVE ROAD CastThe MACROSCOPE 2.0 Podcast Series - Trend #1 - The Future of Work Dispersed But Not ForgottenThe MACROSCOPE 2.0 outlines nine trends from the FESTIVE ROAD hive mind and deep listening exercises with travel buyers and suppliers in Europe, America and Asia. This podcast series brings the report to life with commentary and interaction from Roaders on the different trends and how they see them impacting travel buyers and suppliers. For Trend #1, Roaders Barbara Arena and Louise Kilgannon bring the trend – The Future of Work, Dispersed but not forgotten, incorporating debate and discussion about the impact the trend will have on buyers and travellers and how suppliers should think differently about their appr...
2024-03-1219 min
Under The MacroscopeIndustrial Real Estate Portfolio Growth with Colin YoungMatthew Pearce and Jaimie Mackenzie of Skybound Capital speak to one of their real estate partners, Colin Young from Urban Growth about the viability and opportunity to be had in investing in Industrial Real Estate.
2023-12-1916 minUnder The MacroscopeIs AI Usage Already On The Decline?Matthew Pearce chats to Chief Investment Officer Theodore Shou about the impact that Artificial Intelligence has already had on the workplace and investment sectors, and then explores whether or not it has reached it's peak, or if it is only just getting started!
2023-08-0314 minUnder The MacroscopePrivate Debt & Structured Lending - Jaimie MckenzieMatthew Pearce chats to structured lending expert Jaimie Mckenzie, who has many years worth of experience in the private banking sector before moving across to Skybound Capital. They chat about how the recent steep rises in the interest may well be great news for savers, but what does it mean for private debt?
2023-06-0812 minUnder The MacroscopeChatGPT and the Rise of AIMatthew Pearce chats to William Boshoff, Skybound Capitals Chief Information Security Officer, about the rise of ChatGPT, it's various use cases, and some things to look out for when using this service.
2023-05-1120 minUnder The MacroscopeFinancial Planning For Life After Sport - Interview with Francois LouwMatthew Pearce chats to World Cup winning ex-Springbok, and current director of Skybound Connect, Francois Louw about how he prepared himself financially for life after sport, and how he now does the same for his clients. Whether you are an athlete or not, the principles stay the same!
2023-04-1114 minUnder The MacroscopeWhat Does The Re-opening of Chinese Markets Mean For The Rest of Us?We talk to Skybound Capital's Chief Investment Officer Theodore Qi Shou, CFA, CAIA about the opening up of China, the impact on its citizens, and how it will affect the rest of the global economy.
2023-02-2815 min
Under The Macroscope09 Nov - Impact Of The Interest Rate HikeMatthew Pearce talks to group Chief Strategist Jabir Sardharwalla about the impact of the Fed's 75 basis point interest rate hike. They dive into the political turmoil in the UK as well as the US midterm elections.
2022-11-0920 minUnder The Macroscope14 Aug - Venture Capital Investment with Knife CapitalMatthew Pearce interviews one of Knife Capitals founders Keet Van Zyl, and discusses with him the ins and outs of South African venture capital.
2022-08-1521 minUnder The MacroscopeJul 28 - Private Capital and the Trade Finance OpportunityMatthew Pearce chats to Lee Dalley and Peter Martin from Teybridge Capital about Private Capital and the Trade Finance Opportunity.
2022-07-2820 minUnder The MacroscopeJul 13 - Effects of Radical Changes to Interest RatesMatthew Pearce chats to Chief Strategist Jabir Sardharwalla and Research Analyst Ross Muller about the effects of on the macro level as a result of massive changes to the interest rates.
Towards the end, they also touch on the big news coming out of 10 Downing Street and what it may mean for the future.
2022-07-1330 min
Under The Macroscope27 June - Interview with Jacques Kallis & Dave RundleMatthew Pearce chats to former international cricketer Jacques Kallis about his investment strategy and the power of compound interest as well as to Dave Rundle of RMS who gives the investment viewpoint from the other side of the table.
2022-06-2720 minUnder The Macroscope13 June - 'The Future of the Chinese Economy'Matthew Pearce chats to Group Chief Investment Officer Theodore Shou in the Shanghai office about the sudden easing of Chinese Covid-19 restrictions, and what that might mean for the global markets.
2022-06-1320 minUnder The Macroscope30 May - Should You Include Commodities In Your Portfolio?Matthew Pearce sits down face to face with twin brothers and Skybound Capital research analysts Karl and Zander Engelhard to discuss the effects of global events on the commodities market. They help answer the question, should you be including commodities in YOUR portfolio?
2022-05-3017 minUnder The Macroscope09 May - Cryptos, NFTS & Web 3.0Matthew Pearce chats to Ross Muller, one of Skybound Capitals' research analysts, and their resident Crypto and Blockchain-related expert.
Ross chats more about the future of the internet and the demolition of the so-called walled castles.
2022-05-0916 minUnder The Macroscope25 Apr - How Global Macro's Affect South AfricaMatthew Pearce chats to George Glynos from ETM Analytics around inflation and cash liquidity as well as how global macro events are impacting South Africa both positively and negatively.
2022-04-2523 minUnder The Macroscope11 April - How The Travel Sector Is Bouncing Back!Matthew Pearce chats to Franc Zvorar, the CEO of Leisurecom Group about how the sector took some heavy knocks, and what is happening now that the restrictions are being somewhat lifted.
2022-04-1123 minUnder The Macroscope28 March - Effect Of Covid-19 On Property MarketMatthew Pearce chats to the Newman Leech, CEO of RE: Capital about the effect that Covid-19 has had on the property market and how it's rebounded.
2022-03-2815 minUnder The Macroscope7 March - Russia's Invasion Of UkraineMatthew Pearce chats to Jabir Sardharwalla about the effects of Russia's war on the markets, specifically regarding inflation. We find out interesting, yet unfortunately somewhat worrying facts about Russias grip on oil, gas and wheat and what that could mean for Europe and the rest of the world.
To sign up for Jabirs weekly newsletter, send an email to jabir@skyboundcapital.com and your email address will be added to the mailing list.
2022-03-0722 min
11ème ArtMacroscope - Episode 3 - FIFA, UEFA, Oligarques... Le point sur le conflit ukrainien3eme émission de Macroscope, toujours accompagné de Jean-Baptiste Guégan !
Au menu, on evoque les prises de positions de la FIFA, de l'UEFA, mais aussi les décisions de EA et Adidas, et de la communication très habile de Roman Abramovitch.
En fin d'émission, on revient sur l'histoire de l'Ukraine et comment le sport a servi de moyen de Nation Building.
2022-03-051h 10Under The Macroscope28 Feb - Chinese Myths BUSTED!Matthew Pearce chats to Theodore Shou, Skybound's Chief Investment Officer, about some stories, rumours and myths coming out of China across a variety of topics and then one by one determines whether they are TRUE or BUSTED.
2022-02-2820 minUnder The Macroscope14 Feb - Carbon CreditsMatthew Pearce chats to Josie Davis, Skybound Capitals ESG and Impact Analyst about the rise in carbon prices and how that is affecting corporations abilities to hit their net-zero targets, and the benefits in incentivizing other businesses to focus on greener practices.
2022-02-1416 minUnder The Macroscope24 Jan - The Effect Of COVID-19 On Global Inflation RatesWe're back again for 2022! We start the year with two familiar faces in Matthew Pearce and Jabir Sardharwalla, who chat together about the effect that the COVID-19 pandemic has had on the global inflation rates.
Subscribe and follow us, and find out more at www.skyboundcapital.com
2022-01-2422 min
Under The Macroscope13 Dec - Private DebtA power-packed final episode for 2021 with both Jabir Sardharwalla and Theodore Shou joining Matthew Pearce to discuss the Private Debt asset class.
2021-12-1317 minUnder The Macroscope6 Dec - Oil, Fossil Fuels & Price HikesJosie Davis joins Matthew Pearce and chats about the recent South African fuel price hikes along with the recent decisions made at COP26 aroudn the use of fossil fuels.
2021-12-0612 minUnder The Macroscope29 Nov - Top 5 Investments For 2022Jabir runs Matthew through his top 5 investments for the upcoming year. Listen to find out more about where your focus should be in 2022.
2021-11-2919 minUnder The Macroscope22 Nov - Silly Season ConsumerismMatthew Pearce chats to Skybound Capital's Chief Investment Officer, Theodore Shou, about silly season consumerism and Matthew learns about the Asian tradition of Single's Day.
2021-11-2217 minUnder The Macroscope15 Nov - So, What Did COP Actually Achieve?Jabir Sardharwalla breaks down the latest COP convention and brings us insight as to what it may mean for the rest of us, not to mention the planet.
2021-11-1513 minUnder The Macroscope08 Nov - COP & Electric VehiclesTheodore Shou, Skybound's Chief Investment Officer, joins Matthew Pearce to chat about the news coming out of COP 26 as well as the rise and viability of electric vehicles.
2021-11-0821 minUnder The Macroscope01 Nov - Modular Housing In The U.K.U.K. based research analyst Tom Wiley talks to Matthew Pearce about the state of the modular housing industry in the United Kingdom and how it can beneficially impact the government's housing and emissions goals.
2021-11-0112 minUnder The Macroscope25 Oct - The Impact Of InflationBrothers and research analysts Karl and Zander Engelhard chat to Matt about the impact that inflation is having around the world.
2021-10-2512 minUnder The Macroscope18 Oct - Are 60/40 Portfolios Still The Best Option?Brothers and research analysts Karl and Zander Engelhard chat to Matt about the fluctuations in government bonds as well as long term equity yields and how this informs the thinking around the 60/40 portfolios.
2021-10-1815 minUnder The Macroscope11 Oct - UK Property Market UpdateJabir Sardharwalla is back on the show this week and gives an interesting look at the UK property market, the impact of the coronavirus on London's housing market and where and why people are moving around the country.
2021-10-1115 minUnder The Macroscope04 Oct - The Rise And Fall Of EvergrandeTheodore Shou, Chief Investment Officer for the Skybound Group, gives us the lowdown on the Evergrande debt crisis.
2021-10-0415 minUnder The Macroscope27 Sept - The Impact Of GeopoliticsJabir Sardharwalla is back on the show, and he and Matt chat about the effect Geopolitics is having on the global markets.
2021-09-2719 minUnder The Macroscope20 Sept - How Chinese Regulatory Actions Are Impacting The Investment MarketMatthew Pearce chats to Brendan Jack, a wealth advisor around the slew of regulations being brought in by China and how it's affecting the top tech company's share prices as well as society as a whole.
2021-09-2017 minUnder The Macroscope13 Sept - Are Shipping Delays Affecting Inflation?Host Matthew Pearce chats to Skybound Capital's CIO Theodore Shou about the state of global shipping and its knock-on effects.
2021-09-1317 minUnder The Macroscope06 September - What Are Non-Fungible Tokens And Who Are They For?Ross Muller, Skybound's Senior Analyst, talks us through the basics of what NFT's are, how they can be used across a variety of industries, and who is leading the charge in the current market.
2021-09-0612 minUnder The Macroscope30 Aug - The Global Gender GapMatthew Pearce chats to Josie Davis, Skybound's ESG and Impact Analyst about the effect the pandemic has had on women in the workplace globally.
2021-08-3015 minUnder The Macroscope23 Aug - The Pandemic's Impact On Pro & Amateur SportThings change up this week on the Skybound Capital Podcast as usual host Matthew Pearce sits in the interviewee's seat. Analysts Josie Davis and Ross Muller ask the tough questions on this weeks edition of the show.
2021-08-2318 minUnder The Macroscope16 Aug 2021 - The Economic Impact Of Legalising CannabisHow the legalisation of cannabis, cannabinoids and THC has impacted the economic growth of investors, states and countries.
2021-08-1616 minUnder The Macroscope09 August - Is Covid Affecting Chinese Growth Forecasts?Matthew and Theodore chat about how the Covid-19 pandemic has affected growth forecasts in China. But is it influencing it positively or negatively? Listen to this episode to find out more from Theodore Shou in our Asian office.
2021-08-0916 minUnder The Macroscope02 Aug 2021 - Are UK Real Estate Prices On The Rise?How are the UK real estate prices affected by the latest rulings in the UK Covid Response?
2021-08-0218 minUnder The Macroscope26 July 2021 - What Are The Commercial Effects Of Floods & Climate Change?Communications and Business Development guru Matthew Pearce chats to Theodore Shou, Group Chief Investment Officer, about the effects, opportunities and long-term planning around natural disasters like flooding and climate change.
2021-07-2623 minUnder The Macroscope19 July 2021 - UK Restrictions Lifted!Matthew Pearce welcomes back Jabir Sardharwalla after a two week absence. They chat about the impending "Freedom Day" in the UK and the effects of the lifting of the COVID restrictions.
2021-07-1916 minUnder The Macroscope12 July 2021 - What is ESG? - Part 2Join us as Matthew Pearce continues his interview with Skybound Capitals Josie Davis about ESG and responsible investing.
2021-07-1216 minUnder The Macroscope05 July 2021 - What is ESG?Join us as Matthew Pearce interviews Skybound Capitals Josie Davis about ESG and responsible investing.
2021-07-0514 min
Under The Macroscope28 June 2021 - Global Semiconductor ShortageSemiconductors, also known as microchips and integrated circuits, are essential components in every electronics product, whether it be a simple remote control unit for changing channels on the television, or a supercomputer used to simulate weather patterns. Currently, these are in short supply.
2021-06-2816 minUnder The Macroscope21 June 2021 - Are Commodity Prices On The Rise?This week Matthew and Jabir discuss the impact of COVID immunity for different countries around the world. From here they get into a fascinating discussion about the historical precedent for an impending upward trend for commodity prices.
2021-06-2120 minUnder The Macroscope14 June 2021 - European Stocks & Sovereign Wealth FundsA strange week in markets! Until yesterday, markets were selling off on the back of continued inflation worries and taper-talk which, in turn, drove yields. Amazing what a combination of Central Bank talk and misinterpretation of data can do.
2021-06-1414 minUnder The Macroscope7 June 2021 - Is In-Office Working Dead?Following on from last week’s Hybrid vs remote working themes, NatWest announced it only expects about 13% of its staff to return to primarily office-based working while 55% will adopt hybrid working and 32% a remote first model (minimum 2 days pm). HSBC aims to cut its office footprint by 40% over the long-term and is moving some 1,200 call centre staff to permanent home working. NatWest was quick to say they have no immediate plans to close more offices. I can’t help thinking this is an opportunity for Banks to cut back even further on costs under the pretext of Covid19. The real...
2021-06-0717 minUnder The Macroscope31 May 2021 - Cyber Criminals vs Cyber SecuritySkybound Capitals Matthew Pearce chats to William Boshoff, the group's Chief Information Security Officer about the threat cyber criminals pose to major businesses around the world. With some recent examples of ransomware holding companies' data hostage, what kind of threats could you be under?
2021-05-3113 minUnder The Macroscope24 May 2021 - Asian Markets Report (And The Impact Of Covid)Today we are joined by chief investment officer Theodore Shou who is based in the Hong Kong office of Skybound Capital. Together, he and Matt chat about the state of the Asian markets and the impact and recurrence of Covid-19.
2021-05-2417 minUnder The Macroscope17 May 2021 - Conflict in GazaMatt and Jabir speak about the conflict in Gaza and the human, economic and social ramifications.
We’re all also aware of the acute housing shortage across major cities internationally and we take a look at how governments are fighting back.
The NFIB small business survey showed “jobs hard to fill” hit record levels. “Finding qualified employees remains the biggest challenge for small business and is slowing economic growth”. Worryingly, planned price rises, by small business, is rising strongly!
2021-05-1716 minUnder The Macroscope10 May 2021 - Are US Job Growth Rates Slowing?New jobs created totalled just 266,000 when the market expectation, with good justification, was for something closer to a million! To add insult to injury, there was a big, downward revision to March’s payroll of some -140,000.
2021-05-1015 minUnder The Macroscope3 May 2021 - Low Default RatesHave low defaults stymied productivity? Like a magic show, Central Banks (CBs) have become the magicians while the audience is everyone else (Government, Markets). Default rates are not far away from their lowest (2007 before sub-prime started to blow up). Today they are only c3.5% - despite enduring Covid19, endless fiscal and monetary stimulus, rising yields and upwardly rising inflation. Debt has soared but, amidst all the initiatives by CBs at buying it back for QE operations and supporting markets (corporate debt, ETFs……to name a few), effectively there is a giant CB PUT option in place (a safety net) desi...
2021-05-0313 minUnder The MacroscopeApr 26 2021 - Amazon Invests In CT & European Super LeagueMatt and Jabir chat about the inward investment into Cape Town by global retail giant Amazon. They also touch on the spectacular rise and fall of the European Super League and what it means for the leagues and clubs in general.
2021-04-2612 minUnder The MacroscopeApr 19 2021 - Great News For GDP GrowthIt has been a heavy week with releases around Growth (GDP), Retail Sales and Inflation. In a nutshell, they are all rising! Biden’s stimulus package ($1.9TN) is having an immediate effect as evident in the retail sales data. The latter jumped almost 10%. Even excluding Autos, it was still up a formidable 8.4%. The impact was across the board. China’s GDP data released today showed very healthy progress too.
2021-04-1911 minUnder The MacroscopeApr 12 2021 - Swedish Digital Currency Study & Passing Of The Duke Of EdinburghIt is with huge sadness that we learnt of the death of Prince Philip, Duke of Edinburgh, Married to the Queen for over 70 years.
Sweden has completed its first study into a digital currency (“e-krona): it concluded that it might take a lot longer to enact than initially thought and the current pilot won’t be finished till early next year. The study acknowledged that although the usage of cash is diminishing, there is no reason to embark on such a project.
2021-04-1214 minUnder The MacroscopeApr 5 2021 - Q1 Review & US Stimulus Package UpdateMatt and Jabir chat about the year to date and discuss the market growth from this time last year up until now.
Join us as we take a look at all of the major markets, and the sectors that influence their growth.
2021-04-0515 min
The Rebirth Of CoolNew Band/New Music – MacroscopeThis episode is also available as a blog post: http://therebirthofcool.news.blog/2020/08/20/new-band-new-music-macroscope/
2021-04-0306 minUnder The MacroscopeMar 29 2021 - Strong Manufacturing & Services Data ReleasedFlash PMI readings, measuring activity for Manufacturing and Services are out for March. The Manufacturing data is very strong for the UK, EU and US. Each has a different story - So find out more in this episode of Under The Macroscope.
2021-03-2916 minUnder The MacroscopeMar 22 2021 - US Federal Revisions & Vaccine NationalismThe Western world is in a tizz and all over the possibility the EU is about to get into a war, a vaccine war, in which it’s threatening to place curbs on vaccine exports from the EU to other regions / countries.
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This week we witnessed Brazil, Russia, Turkey all raise rates. It’s also believed Nigeria and South Africa could follow suit. Meanwhile, amongst Developed markets, Norway has stated it will bring forward its first rate hike end of the year with two more likely in early 2022. So what’s going on?
2021-03-2214 minUnder The MacroscopeMar 15 2021 - US Stimulus Package & THAT Oprah InterviewIn an otherwise light, newsflow week, the successful passage of the stimulus bill dominated. It was quite a result for the Biden presidency, especially as the full amount was passed! The final tweaks to the bill were very few. PLUS Matt asks Jabir, in light of the polarising Oprah interview with Harry and Meghan, who do we trust when it comes to shaping our knowledge of the worlds news?
2021-03-1512 minUnder The MacroscopeMar 8 2021 - UK Budget SpeechThe spat between the UK and EU has flared up again. The UK has unilaterally decided to extend the grace period for checks on food imports to N. Ireland till October (6 month extension). The EU is in a spasm with one official saying the UK’s new approach to everything is confrontation.
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US study showing the more aggressive of the newer Covid19 variants may be less dangerous than previously thought.
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Cuba announced it is starting final-stage trials of two new Covid19 vaccines which it has developed.
2021-03-0813 minUnder The MacroscopeMar 1 2021 - GameStop Catchup & Rising Yields10y Government bond yields soared! On the back of this, we have witnessed a big spike in volatility across all asset classes. Couple this with month-end and, not surprisingly, volatility is compounded. So why the massive spike in yields? Listen in to the show to find out!
2021-03-0113 minUnder The MacroscopeFeb 22 2021 - Impact Of The Vaccine RolloutsChief strategist Jabir Sardharwalla and Matthew Pearce talk about the impact that the vaccine rollouts are having on the markets. With projected herd immunity status on the somewhat near horizon for the US and the UK, what does this mean for businesses resuming after lockdown restrictions are eased?
2021-02-2213 minUnder The MacroscopeFeb 15 2021 - Tesla & Mastercard's Surprising AnnouncementsThis week saw TESLA announce it had bought $1.5bn of Bitcoin (BTC). This sent the BTC price soaring over 20% from $39,400 to $48,000 in under 24 hours. MASTERCARD announced this week it is planning to give merchants the option to receive payments in cryptos later this year and it came as quite a surprise. But Mastercard has not commented which cryptos it intends to support, or indeed where, but has set out its 2019 “Principles for Blockchain Partnerships” framework.
Find out more in the latest episode of Under The Macroscope.
2021-02-1513 minUnder The MacroscopeFeb 8 2021 - Should We Trust Cryptocurrencies?Skybound's Senior Research Analyst Ross Muller makes the case FOR cryptocurrencies while Chief Investment Strategist Jabir Sardharwalla is slightly more hesitant to fully trust the digital currencies just yet. Find out more about each of their reasons in the latest episode of Under The Macroscope.
2021-02-0818 minUnder The MacroscopeFeb 1 2021 - Wall Street vs. Reddit (GameStop GME)The big news this week – and one which has dominated market volatility (see market performance below) - has been the short squeeze saga around certain companies, most notably GameStop (GME). There were many others too (such as AMC, BB, BBBY and EXPR). These stocks suddenly started soaring despite their ailing prospects. So what happened?
2021-02-0113 minUnder The MacroscopeJan 25 2021 - Biden InaugurationMatthew Pearce, Skybound Capital's communications and business development guru gets the low down on the global events affecting the markets from Chief Investment Strategist Jabir Sardharwalla. Listen in each week to find out the big headlines from the week that was.
2021-01-2511 minUnder The MacroscopeJan 18 2021 - Vaccine RolloutsMatthew Pearce, Skybound Capital's communications and business development guru gets the low down on the global events affecting the markets from Chief Investment Strategist Jabir Sardharwalla. Listen in each week to find out the big headlines from the week that was.
2021-01-1712 minUnder The MacroscopeJan 11 2021 - American Election Unrest & Brexit Knock-On EffectsMatthew Pearce, Skybound Capital's communications and business development guru gets the low down on the global events affecting the markets from Chief Investment Strategist Jabir Sardharwalla. Listen in each week to find out the big headlines from the week that was.
2021-01-0910 min
The Wizard Factory Podcast"Under The Macroscope - Riots, Race-Baiting, & NOVID-19" - Podcast Episode 65👁 Once again, we take a hard look at current events Under The Macroscope, observing psychic weather at large. This installment applies discernment to the new developments with the racial unrest and police brutality issues, and the sudden disappearance of the Coronavirus. 🦠👮♂️☠️✊
👍 Thanks for listening! Please 🔔 SUBSCRIBE to our Channel & join us every week for new episodes regarding the topics of natural law, spiritual sovereignty, psychology, voluntaryism, ancient knowledge and the occult, freedom, breaking mind control, and much more! 🧙♂️
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Wizard Factory Links -
🌎 WEBSITE: https://www.TheWizardFactory.com
💬 FACEBOOK: https://www.facebook.com/thewizardfactory9...
2020-09-261h 18
The Wizard Factory Podcast"Under The Macroscope - Truthers, FEAR, and the Rise of the Karens" - Podcast Episode 60👁 Unfolding our second "Under the Macroscope" segment, where we observe and discuss the different things we see playing out in the psychic weather. This episode looks at the lingering effects of the "lockdown", and the "Coronation of Coronavirus". 👑🦠
👍 Thanks for listening! Please 🔔 SUBSCRIBE to our Channel & join us every week for new episodes regarding the topics of natural law, spiritual sovereignty, psychology, voluntaryism, ancient knowledge and the occult, freedom, breaking mind control, and much more! 🧙♂️
⚡️✨🔥
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Wizard Factory Links -
🌎 WEBSITE: https://www.TheWizardFactory.com
💬 FACEBOOK: https://www.facebook.com/thewizardfactory93
📸 I...
2020-09-1044 min
The Wizard Factory Podcast"Under The Macroscope - A Look At Current Events" - Podcast Episode 55👁 In this episode, Bryan and Logan introduce our first "Under The Macroscope" segment to discuss current events, mainly focusing on the general psychological weather en masse. This episode addresses the COVID-19 situation, observing the subsequent range of fear-based reactions from the public, an in-depth breakdown of the astrological climate and current conjunctions, and offer of a more empowered perspective on the potential opportunities accessible during these challenging times.
👍 Thanks for listening! Please 🔔 SUBSCRIBE to our Channel & join us every week for new episodes regarding the topics of natural law, spiritual sovereignty, psychology, voluntaryism, ancient knowledge and the occult, freedom, br...
2020-09-071h 06
The Long Now FoundationBenjamin Grant - Overview: Earth and Civilization in the MacroscopeCivilization is both astonishing and astonishingly various when viewed from slightly above. Not so far above as to be lost in planetary context, but just high enough to see a fascinating thing whole, entire, intensely peculiar and informative. The glory is in the high-resolution details, in the perpetually surprising god’s-eye perspective, and in the shocking patterns that we arrange things in without even knowing it.
Revel in a host of such images and the understanding that emerges from them with collector/curator Benjamin Grant, author of the book "Overview" and host of the Instagram project “Daily Overview: https://www.inst...
2018-05-211h 22
MFGCastMacroscopeWhat is a Macroscope? A really big microscope? A lunar telescope? We take a look at the hidden picture game Macroscope from Mayday Games. Will we reveal a good game, or will the picture be laced with boredom and bad news? Listen and find out, then tell Mayday Games what you think of our review! Thanks for listening!
2017-08-0821 min
Inform Me, Informatics#14: NYC Macroscope: A look at EHRs and population health surveillanceSharon Perlman of the New York City Department of Health and Mental Hygiene tells the story of Macroscope, an innovative new population health surveillance project.
If you enjoy the show, please consider rating us on iTunes! If you have suggestions for future episodes, contact Inform Me, Informatics at podcast@phii.org.
Music credit: "Mining by Moonlight," Kevin MacLeod/Incompetech.
2017-04-2522 min
Ragged Sleeve RecordsThe Macroscope - Howard Muckthruster and The Shy KidneysThe Macroscope - Howard Muckthruster and The Shy Kidneys by Ragged Sleeve Records
2016-10-2803 min
Make It RealSensors: the new "macroscope"CMU engineering researchers discuss how sensors can be used to monitor the health of bridges, train tracks, and the environment. These sensors are a new "macroscope," revealing large-scale characteristics of our world previously invisible to us.
This episode features: ECE professor / department head Jelena Kovačević, CEE Ph.D. student George Lederman, ECE professor Pei Zhang, and CEE professor Mario Bergés.
2015-06-1608 min