Ayesha Tariq, founder of Macro Visor, discusses the economy, stagflation concerns, and investment opportunities. Topics include the K-shaped economy impact, Fed Chair Powell's stance, China worries, India's growth story, and opportunities in the UK and India. Long-term concerns about US fiscal situation are also highlighted.

Ayesha Tariq, Co-founder of MacroVisor, discusses the contrarian view of a hard landing for the US economy, the Federal Reserve's interest rate decision, the outlook for emerging markets, the bullish forecast for copper, and the risks of AI hype.