Cracks in the Market
Welcome to the first episode of the MacroVisor Podcast. The podcast is aimed at bringing you thought on the financial markets - from the Big Picture “Macro” to the Fundamental “Micro”. In this episode we cover:* A look back at 2022 and what dominated financial market activity* Cracks forming in the stock market and the patterns we’re seeing* Liquidity, volatility and central bank tightening* The Fed’s Policies* Upcoming earnings and the impending earnings recessionThank you for tuning in and wish you safe investing ahead! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit macrovisor.substack.com