10 episodes
The MacroVisor Podcast MacroVisor - from the Big Picture to the Fundamentals
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- Business
Bringing you the financial markets from the big picture to the fundamentals. Focused on simplifying complex subjects and demonstrating how it impacts our audience, whether it's the market or the economy. macrovisor.substack.com
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A Look at the Fed, the Treasury and the Banks
Ayesha 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.
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Mission 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 Mayhem
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Memorializing Munger, GDP Growth Gushes, and the K-Shaped Recovery
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Swing Trading Space: Momentum, Discipline, and a Systematic Approach
Jason and Mayhem discuss longer-term trading time horizons, trading systems, psychology and how to develop and maintain discipline.
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Global Rates, Equities and Earnings
A 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.