Podcast: The MacroVisor Podcast
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MacroVisor: Discussing the US CPI report
All 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.…
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A discussion about the Fed rate decision
Join 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.com
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Exploring the valuation of the NASDAQ, inflation, GDP, as well as the change of guard at the Bank of Japan
With 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…
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Q1 2023 Earnings Preview
Ayesha 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.com
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Labor, ISM, de-dollarization, bank earnings, and the week of economic events ahead
A 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…
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Systematic Trading: An Interview with Jason Perz
Jason 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.com
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The 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.com
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Delayed, 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.com
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Is 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…
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Cracks in the Economy
Welcome 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…