Analysis of Jay Powell's Stance on Stagflation and Rate Cuts

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

• 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).