The Specter of Stagflation Still Looms: Ayesha Tariq

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. 

Om Podcasten

The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.