@ADZO — Macro Decoded

@ADZO — Macro Decoded
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▎ Macro investing, decoded. Each episode breaks down one global market concept — charts, geopolitics, currencies, and economic signals — and explains what it means for your portfolio. Global macro, Elliott Wave, Wyckoff, and chart pattern analysis. No jargon. No hype. The story behind the move. ▎ Hosted by Adezeno, Unit Trust Consultant at Eastspring Investments, Sabah, Malaysia.

Épisodes

  1. 2 AVR.

    Why Malaysia in 2026 — The Investment Case You're Probably Ignoring

    Most Malaysians put their savings in a fixed deposit earning 2–3% a year. Meanwhile, the Malaysian stock market delivered 4.5% in dividends alone last year — before any capital gains.                        In this episode, I break down why 2026 may be one of the most compelling entry points for Malaysian equities in years — and why the case is simpler than most people think.                                                                    What we cover:                                                                                                                                                                                             - Why Malaysia's 6.3% GDP growth matters for your investment returns   - Four structural tailwinds: 43 million tourists, RM144 billion in tech FDI, a government-backed capital market expansion, and Asia's strongest currency in 2025                                           - Why Malaysian stocks are cheaper than most regional peers — and pay you more while you wait                                                                      - The BM Financial Services Index breakout: what the chart is telling us                                                                                                                                   - EPF vs. unit trust: which is right for your situation                                                                                                                                                    - A plain-English return model — base case, bear case, bull case                                                                                                                                         This is not financial advice. It's a framework for thinking clearly about where your money works hardest.                                                                                                                    Resources:                                                                                                                                                                                                 Full article + charts: adezeno.com/posts/why-malaysia-2026         ---  Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Unit trust investments carry risk and are not capital guaranteed. Please consult a licensed financial adviser before investing.

    24 min

  2. 31 MARS

    When Three Shocks Collide: Tariffs, War, and the Agricultural Repricing Nobody Is Modelling

    Three independent supply shocks — Liberation Day tariffs, the Iran-Hormuz crisis, and retaliatory trade disruption — are converging on the 2026 U.S. crop cycle. A macro framework for agricultural commodity repricing. Read the full article at adezeno.com

    24 min

  3. 28 MARS

    1973 vs 2026 Oil Shock: The Playbook Repeats

    The Hormuz Strait is back in the news. Oil markets are rattled. But this has happened before — in 1973, an Arab oil embargo sent shockwaves through the global economy. How does Today's supply shock compare, and what should Malaysian investors do about it?

    23 min

  4. 27 MARS

    When "Outperforming the Market" Still Means Losing Money

    ▎ A Fundstrat chart circulating in macro circles shows Ethereum up 17%, Energy up 13%, and Bitcoin up 12% since the Iran conflict began. It looks bullish. But three words in the subtitle change everything: "Relative to S&P 500."                                                                                   ▎ In this episode, I break down how relative performance charts work, why they're designed to frame losses as wins, and what the actual numbers look like when you do the arithmetic.                ▎ Read the full article with interactive charts: https://adezeno.com/posts/relative-performance-trick.html                               ▎ ---Audio generated with NotebookLM based on original analysis by Adezeno.

    22 min
  • 4 épisodes

À propos

▎ Macro investing, decoded. Each episode breaks down one global market concept — charts, geopolitics, currencies, and economic signals — and explains what it means for your portfolio. Global macro, Elliott Wave, Wyckoff, and chart pattern analysis. No jargon. No hype. The story behind the move. ▎ Hosted by Adezeno, Unit Trust Consultant at Eastspring Investments, Sabah, Malaysia.

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    @ADZO — Macro Decoded
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