Episode 37:

Interview with Ayesha Tariq

In the 37th episode of Investing With The Whales, I interview Ayesha Tariq, a former corporate banker and co-founder of the MacroVisor newsletter.

Follow Ayesha on Twitter and subscribe to the MicroVisor newsletter.

Topics discussed: macro, FOMC pause, recession, employment market, unemployment rate, Apple Vision Pro, commercial real estate, banking crisis, MacroVisor newsletter, Japan macro, China macro, oil prices, debt ceiling, mortgage, interest rate cutting, deflation, healthcare, industrials, defense.