Jim Welsh
Founder and author of Macro Tides, a market analyst specializing in macroeconomic indicators and technical market analysis, known for his Macro Tides newsletter and proprietary indicators.
Best podcasts with Jim Welsh
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Nov 25, 2025 • 52min
Market Top Time Bomb: $20 Trillion Yen Carry Trade Unwinds | Jim Welsh
Jim Welsh, founder of Macro Tides and seasoned macroeconomic analyst, discusses his predictions for a secular bear market fueled by extreme valuations and weakening consumer sentiment. He reflects on his early warnings from 2007 and critiques the inflation narrative. Welsh emphasizes the difference between market declines and economic recessions, while spotlighting the risks of the yen carry trade unwinding, which could trigger significant selling pressure. He also shares insights on gold's potential pullback and the dollar's surprising resilience.
Jan 16, 2026 • 40min
The S&P 500 Is About To Get Crushed, Here’s What’s Breaking Out Next | Jim Welsh
Jim Welsh, Founder of Macro Tides and market analyst, dives into the complexities of today's financial landscape. He discusses the seemingly healthy technical indicators and the looming threat of a secular bear market driven by rising debt and housing issues. Welsh highlights potential catalysts for a significant market drop and the impact of geopolitical risks. He also touches on the challenges young adults face in the housing market and consumer spending, emphasizing how these factors could reshape economic policies.
