@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.

Tập

  1. 2 THG 4

    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 phút

  2. 31 THG 3

    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 phút

  3. 28 THG 3

    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 phút

  4. 27 THG 3

    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 phút
  • 4 tập

Giới Thiệu

▎ 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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