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Welcome 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 recession
Thank you for tuning in and wish you safe investing 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.com
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