Analysis of Federal Reserve Rate Cut Timing and Top-End Spending Slowdown

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).