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Explore every episode of the podcast Macro Mornings 💡

Dive into the complete episode list for Macro Mornings 💡. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
What’s Next for Your Investments?07 Dec 202400:10:30

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How Can You Invest Smarter?05 Dec 202400:10:34

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What’s the Smartest Investment Strategy for 2025?19 Oct 202400:10:27

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The deeper the recession, the deeper the earnings decline will be. Even in China??19 Dec 202200:05:53

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  • Why economic growth will reflect inevitably on companies’ earnings
  • Earnings remain correlated to economic growth; earnings decline as rate hikes ensue
  • In China the scenario is more dovish and in 2023 the China’s economy should growth of 3.3%
  • Economic Recessions Leads to Earnings Recessions
2023? Implications for Profits and Equity Markets12 Dec 202200:05:50

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  • What kind of recession we can expect for the entire year
  • How profit could impact the businesses and the economies
  • How stage 1 and stage 2 of bear market could help us in the long run
  • And How S&P has already behaved in the past with the same situation
How will be the Future’s Hotels?05 Dec 202200:05:50

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  • How the Hotel’s industry is changing due the pandemic
  • Why some hotels has more success than others
  • How the Hoteliers is working for the Future’s Hotels
  • Let’s see finally how much money on the table for this industry there are
Stocks and bonds are rarely down at the same time28 Nov 202200:05:13

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  • 2022 has been an anomaly, is it time for bond?
  • Keep high your attention with Portfolio volatility, could be crucial for the long term.
  • What can happen now?
Bear Markets and Sectors update21 Nov 202200:04:29

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  • Why bear markets are extremely important in your valuations.
  • Why Higher Rates May Hurt the Economy More Than the Stock Market.
  • Discretionary Stocks Could Rebound Well Before Earnings Do.
  • Cheap Financials Valuations May Present an Opportunity.
From Disinflation to Inflation – The new postmodern cycle14 Nov 202200:06:24

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· Which are the reasons that poised Value to enjoy long-term tailwinds?

· How can we try to harness the inflationary environments for taking the right choices?

· Why REITs (often seen as a defensive asset during stock market corrections) it’s demonstrating us another history this time.

· From disinflation to inflation, what we should know?

Is E&M industry is poised to growth?07 Nov 202200:06:00

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• How E&M industry is reacting to post pandemic period and what forecasts tell us for the future.

• What could be the key drivers due even to the pandemic?

• Important to know how advertising could grow behind the evolution of E&M industry.

• Why streaming is becoming always more important and what we could expect by it.


💡 Welcome to Macro & Business Insights08 Oct 202200:01:11

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Can AI Transform the Way You Invest in Real Estate?17 Oct 202400:11:09

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Can a Soft Landing in 2024 Lead to Stronger Returns?12 Oct 202400:11:24

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How Can You Navigate Inflation Right Now?10 Oct 202400:10:39

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How Can a Balanced Portfolio Boost Your Financial Success?08 Oct 202400:06:59

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How Can Investors Capitalize on Market Trends in 2024?03 Oct 202400:08:33

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How Can You Protect and Grow Your Portfolio in 2024?01 Oct 202400:06:16

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Is 2025 the Year for Big Returns in Stocks, Bonds, and Gold?26 Sep 202400:09:31

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How Will AI and Interest Rate Cuts Impact Your Investments?24 Sep 202400:06:22

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How Do Smart Investors Thrive in Uncertain Markets?17 Sep 202400:07:52

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Is Your Portfolio Aligned with Global Trends?03 Dec 202400:10:36

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What Makes India's Economy the Next Big Investment Opportunity?08 Aug 202400:09:31

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What Investment Strategies Will Dominate the Next 18 Months?01 Aug 202400:09:12

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Smart Moves for Investors Now?30 Jul 202400:09:30

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What Makes 2024 a Stock Picker's Paradise?25 Jul 202400:12:21

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How to Navigate Global Equities?23 Jul 202400:11:14

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How Will the 2024 US Election Impact Your Investment Strategy?18 Jul 202400:11:08

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How Will Europe’s Risks Affect Your Portfolio?16 Jul 202400:10:35

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How Will Disinflation Shape the Future of U.S. Markets?11 Jul 202400:07:04

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How Should You Invest Now?09 Jul 202400:12:18

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Are Geopolitical Tensions Creating New Opportunities for Investors?04 Jul 202400:09:36

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Can ETFs and Blockchain Revolutionize Your Portfolio?28 Nov 202400:10:47

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How Central Bank Policies Shape Your Investment Strategy?27 Jun 202400:09:48

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How Can Artificial Intelligence Transform Your Portfolio?20 Jun 202400:08:51

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Is Your Portfolio Ready for 2024's Market Shifts?11 Jun 202400:10:04

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How Can You Benefit from the Rising Trends in Global Markets?06 Jun 202400:10:35

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How Should You Adjust Your Portfolio Amid Geopolitical Risks?04 Jun 202400:08:04

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Can Investors Navigate Inflation and Still Find Growth in 2024?28 May 202400:07:36

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Can US Consumer Spending Withstand Slowing Economic Growth?23 May 202400:06:08

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How Will the Fed's Steady Rate Impact Your Investment Strategy?21 May 202400:05:59

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Can US Markets Maintain Their Resilience in a High Interest Rate Environment?16 May 202400:05:46

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How Will the Fed's Rate Decisions Impact Your Investments in 2024?14 May 202400:07:26

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Where Are Today’s Best Investment Opportunities?26 Nov 202400:12:32

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How Global Events Shape Our Financial Future07 May 202400:04:04

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Understanding Inflation, Interest Rates, and Global Markets30 Apr 202400:05:41

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Warren Buffett did know this (Macro Update)05 Mar 202400:07:01

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🎯 Japan is resurging 👇

  • WORLD’S OLDEST POPULATION
  • NIKKEI IS RESURGING
  • JAPAN MAY PRESENT OPPORTUNITIES

🎯 Resilience in 2024 (First cut in May) 👇

  • THE FED COULD START CUTTING IN MAY
  • THE FED PATIENCE
  • EASING RECESSION FEARS
How to look markets when extreme greed? (Macro Update)27 Feb 202400:05:25

💡 Join with Thousand of Investors, Economic Professors and aspiring Finance Student 👉⁠⁠⁠⁠⁠ ⁠⁠⁠⁠IT'S FREE 🎯 What the markets are looking for? 👇

  • RISK ASSETS WERE BOOSTED BY SOFT-LANDING OPTIMISM
  • RATES PULLED BACK
  • LINGERING WORRIES HAD LIMITED MARKET IMPLICATIONS

🎯 What really matters? 👇

  • CURRENT MACRO REGIME
  • WHAT IS THE MARKET SENTIMENT
  • WHAT REALLY MATTERS?
Why Japan in 2024? (Macro Update)20 Feb 202400:06:15

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🎯 The real point is between Nations Fragmentation 👇

  • THE POINT IS THE GEOPOLITICAL FRAGMENTATION
  • RISK MOMENTUM
  • BLACKROCK CONVICTION

🎯 Japan: improving governance and profitability 👇

  • Japan Remains An Under-Owned Equity Market Globally
  • JAPAN OPPORTUNITIES
  • INVESTING IN 2024?
4 Worries and Optimisms in 2024 (Macro Update)13 Feb 202400:08:13

💡 Join with +15,000s Investors, Economic Professors and aspiring Finance Student 👉⁠⁠⁠⁠⁠ ⁠⁠⁠IT'S FREE 🎯 What’s real in store for 2024? - (Macro Update) 👇

  • 4 BIG WORRIES FOR 2024
  • 3 REASONS FOR OPTIMISM
  • IMPLICATIONS FOR INVESTORS

🎯 More news for the bond market - (Impressive Insights) 👇

  • SOFT LANDING IN 2024
  • FED BALANCE SHEET PROSPECTS
  • TREASURY AS A BOOST
Reasons why the FED may disappointing rate cuts markets expect (Macro Insights)06 Feb 202400:07:39

💡 Join with +15,000s Investors, Economic Professors and aspiring Finance Student 👉⁠⁠⁠⁠⁠ ⁠⁠⁠IT'S FREE 🎯 FED may not be able to deliver the rate cuts markets expect - (11 Must Updates) @BlackRock 👇

  • INFLATION COMING DOWN
  • SOFT ECONOMIC LANDING IS POSSIBLE
  • FED MAY NOT BE ABLE TO DELIVER THE RATE CUTS MARKETS EXPECT

🎯 Central Banks Update - (Monetary Policy) @Franklin Templeton 👇

  • FED: AN UNEXPECTED SHIFT IN TONE
  • ECB: WAITING FOR LABOR MARKET DATA
  • BANK OF JAPAN: CRAWLING TOWARD NORMALIZATION
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