Macro Opportunities Around The World

Alf and Brent are back to discuss the various macro blowups we are witnessing simultaneously: French spreads, front-end of the bond market, mortgage-backed securities, EM carry and so on. What's the best framework to apply for each of these? 

Alf and Brent are back to discuss the Bessent buyback plan and its impact on markets. The duo focuses on gold, the long-end and the USD as potential release valves. The discussion then moves to two macro idiosyncratic ideas. 

A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. Get full access to MacroVisor at macrovisor.substack.com/subscribe 

Join Moe and Javaid as they discuss the latest in global economics and the stock market. The market saw some hope on Friday, have we reached the bottom? What is the latest on tariffs, inflation, and the economy? Listen now to find out the latest at this critical junction for the ...  Show more

In today's episode of the Mark Moss Show, Q is filling in for Mark and we dive into a spectrum of pivotal topics ranging from the escalating food crisis due to the ending of the Black Sea Grain Deal between Russia and Ukraine to potential changes in the US financial system with R ...  Show more

In the wide-ranging conversation that follows, we discuss Mak F.s.' top income ideas for the current macro environment, best practices in fund selection, his favorite thematic ETF and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices