The Specter of Stagflation Still Looms: Ayesha Tariq

The Contrarian Investor Podcast

Nathaniel E. Baker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nathaniel E. Baker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

5M ago 27:20

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Ayesha Tariq, founder of Macro Visor, rejoins the podcast to discuss her views on the economy, markets, and where investors should look for opportunities.

This episode was recorded on Tuesday, May 7 and made available to premium subscribers that same day. Become a premium subscriber. Content Highlights:

The macro set-up and why people are talking about stagflation (1:56);
The K-shaped economy and the damage being done (3:31);
Fed Chair Jerome Powell claims there's no stag and no flation. Is he wrong? (It wouldn't be the first time) (8:50);
Faced with this backdrop, what does one do as an investor? (13:03);
China: There are still reasons to worry, even though the bleeding from the property market has abated a bit... (15:58);
India: long term growth story. Also copper, oil, and Japan (17:11);
The guest's favorite areas for opportunity right now: UK and India (21:07);
A long-term concern is the fiscal situation in the US (22:00).

For more about the guest, visit her firm's website MacroVisor.com or follow her on Twitter/X.

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