The MacroVisor Podcast
25 episodes
Divergent Economic Outcomes: Japan, China, Europe and the US
Aug 29, 202337 min
Energy Roundtable with Sachin Sharma
Aug 13, 202348 min
Mixed Signals from the Labor Market
Aug 4, 202318 min
FOMC Recap and Analysis
Jul 27, 202329 min
Q2 2023 Earnings Preview
Jul 18, 202349 min
Tarric Brooker on Australia, New Zealand, central bank policy, geopolitics in the region and more
Jul 14, 202333 min
Mid-Afternoon Market Update
Jul 10, 20236 min
Jason Perz joins Mayhem to discuss the first half of 2023 and what he sees ahead
Jul 8, 20231h 10m
Checking in on China and the UK
Jun 27, 202336 min
A Big Week in Macro World and New Themes to Watch
Jun 20, 202330 min
MacroVisor Fednesday Forum
Jun 15, 20231h 22m
Strong Labor, Sticky Services Inflation, the Fed, and What's to Come
Jun 2, 202343 min
Fed Minutes, Fitch, the Debt Ceiling Aftermath, and More
May 26, 20231h 1m
MacroVisor: A discussion about the debt ceiling
May 19, 20231h 17m
MacroVisor: Discussing the US CPI report
May 11, 202350 min
A discussion about the Fed rate decision
May 3, 202343 min
Exploring the valuation of the NASDAQ, inflation, GDP, as well as the change of guard at the Bank of Japan
Apr 24, 202333 min
Q1 2023 Earnings Preview
Apr 17, 20231h 12m
Labor, ISM, de-dollarization, bank earnings, and the week of economic events ahead
Apr 11, 202323 min
Systematic Trading: An Interview with Jason Perz
Apr 5, 202355 min
The banking crisis of confidence
Mar 21, 202330 min
Delayed, but not canceled ...
Mar 7, 202326 min
Is the bear market rally nearing its end?
Feb 21, 20231h 57m
Cracks in the Economy
Feb 14, 202334 min
Cracks in the Market
Jan 3, 202323 min