The MacroVisor Podcast

31 Episoder

1. A Look at the Fed, the Treasury and the Banks

   Publisert: 17.1.2024
2. Mission Accomplished?

   Publisert: 15.12.2023
3. Oil, China and Global Markets

   Publisert: 7.12.2023
4. Memorializing Munger, GDP Growth Gushes, and the K-Shaped Recovery

   Publisert: 29.11.2023
5. Swing Trading Space: Momentum, Discipline, and a Systematic Approach

   Publisert: 31.10.2023
6. Global Rates, Equities and Earnings

   Publisert: 24.10.2023
7. A Discussion about Rates, Japan and China with Weston Nakamura

   Publisert: 20.10.2023
8. Divergent Economic Outcomes: Japan, China, Europe and the US

   Publisert: 29.8.2023
9. Energy Roundtable with Sachin Sharma

   Publisert: 13.8.2023
10. Mixed Signals from the Labor Market

    Publisert: 4.8.2023
11. FOMC Recap and Analysis

    Publisert: 27.7.2023
12. Q2 2023 Earnings Preview

    Publisert: 18.7.2023
13. Tarric Brooker on Australia, New Zealand, central bank policy, geopolitics in the region and more

    Publisert: 14.7.2023
14. Jason Perz joins Mayhem to discuss the first half of 2023 and what he sees ahead

    Publisert: 8.7.2023
15. Checking in on China and the UK

    Publisert: 27.6.2023
16. A Big Week in Macro World and New Themes to Watch

    Publisert: 20.6.2023
17. MacroVisor Fednesday Forum

    Publisert: 15.6.2023
18. Strong Labor, Sticky Services Inflation, the Fed, and What's to Come

    Publisert: 2.6.2023
19. Fed Minutes, Fitch, the Debt Ceiling Aftermath, and More

    Publisert: 26.5.2023
20. MacroVisor: A discussion about the debt ceiling

    Publisert: 19.5.2023