The Specter of Stagflation Still Looms: Ayesha Tariq
May 13, 2024•27 min•Season 6Ep. 8
Episode description
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).
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