Prevailing Macro Trends and Yen Longs? with Joe Olashugba

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