10 episodes
The MacroVisor Podcast MacroVisor - from the Big Picture to the Fundamentals
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- Business
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4.0 • 3 Ratings
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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.
Customer Reviews
Authentic Mentorship
I feel like I won the lottery - finding Mayhem and Ayesha and their depth of insight, curiosity and generosity. “Mentor” is not a word I use casually, or really ever - except with these two. They are always pushing- learning- finding ways to thrive in uncertainty. And then they share the pathways they see - through ever evolving markets.
They understand that the macro and the micro exist in a dynamic dance - full of feedback- and they seemlessly incorporate fundamentals, macro, positioning, and psychological analysis in their work.
They embrace complexity, and have an unmatched ability to distill it into Jell-O shots for all us plebeians. 😂
This podcast is worth your time, for your future legacy, for your family’s financial future.
More in-depth than Marketplace & many others
I find that other market news channels don’t offer actionable information in a way that retail can interpret & understand in an overarching theme. This team really paints a picture broken in chapters for layperson and professionals alike to digest.
Just okay
Content is decent (although nothing you can’t find with a Google search) but is presented in a bland and boring way.