WTFinance

Prevailing Macro Trends and Yen Longs? with Joe Olashugba


Listen Later

On todays episode of the WTFinance podcast I was happy to host Joe Olashugba, Macro observer and author of the Market Macro Hub. 

On the podcast we talked about the major macro trends Joe is watching, whether we could see longer term inflation, potential strength in the Yen and the importance of putting the time into learning Macro. I hope you enjoy!

0:00 - Introduction
0:22 - How are you holding up in these crazy markets?
1:00 - What assets does Joe focus on?
1:50 - What Macro Trends are you keeping an eye on?
3:25 - Will the FED break something?
4:40 - Could interest rate increases continue after neutral rate?
6:40 - Could we see longer term inflation?
7:40 - Any other macro trends Joe is watching?
9:40 - Yen-USD carry trade and potential Yen strength?
12:35 - Moving yen goal post?
13:45 - What is your investment philosophy?
14:30 - Other indicators to watch?
15:50 - What will happen with inflation?
18:10 - 3 stages of a bear market?
20:35 - Why don’t you like finance news?
23:30 - Opinion on commodities?
25:29 - We have seen capitulation in Crypto
27:40 - Negative markets?
28:30 - One message to takeaway from our interview?
29:09 - Putting the time in to learn macro

Joe Olashugba - 

Market Macro Hub - https://market-macro-hub.scriber.to/
Instagram - https://www.instagram.com/joe.olashugba/
LinkedIn - https://www.linkedin.com/in/joeolashugba/
Twitter - https://twitter.com/JoeOlashugba

WTFinance -

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
TikTok - https://vm.tiktok.com/ZMeUjj9xV/
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas

...more
View all episodesView all episodes
Download on the App Store

WTFinanceBy Anthony Fatseas

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

17 ratings


More shows like WTFinance

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,058 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,436 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

197 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

252 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

363 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

460 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,351 Listeners

Supply Shock by Blockworks

Supply Shock

115 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

383 Listeners

The Jay Martin Show by Jay Martin

The Jay Martin Show

71 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

55 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

371 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

34 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

91 Listeners