Aidan Garrib

Aidan Garrib, Global Macro Strategy & Research at PGM Global, takes a deep dive into the Chinese economy, discussing shadow debt, the government's crackdown on credit, and his outlook for Chinese equities. The podcast also covers the recent bond market sell-off in the U.S. and potential recessionary headwinds.

Head of Global Macro Strategy at PGM Global, Aidan Garrib, joins in a discussion on the FED's impact on global markets, inflation, and strategic maneuvering in the global oil market. They also analyze stock market metrics, quantitative easing's impact, navigating inflation, and brokerage firm services for global market analysis.

Aidan Garrib, PGM's Global Macro Strategist, discusses his macro views on the oil sector, market conditions, Canadian bank risks, and US oil production. They explore the impact of central bank balance sheets on asset prices and the potential in the oil servicers industry. They also analyze US oil output indicators and discuss relative mispricing and investment opportunities in oil servicers.