PODCAST · business
@ADZO — Macro Decoded
by @ADZO — Macro Decoded
▎ Macro investing, decoded. Each episode breaks down one global market concept — charts, geopolitics, currencies, and economic signals — and explains what it means for your portfolio. Global macro, Elliott Wave, Wyckoff, and chart pattern analysis. No jargon. No hype. The story behind the move. ▎ Hosted by Adezeno, Unit Trust Consultant at Eastspring Investments, Sabah, Malaysia.
Episodes
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Why Malaysia in 2026 — The Investment Case You're Probably Ignoring
Most Malaysians put their savings in a fixed deposit earning 2–3% a year. Meanwhile, the Malaysian stock market delivered 4.5% in dividends alone last year — before any capital gains. In this episode, I break down why 2026 may be one of the most compelling entry points for Malaysian equities in...
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When Three Shocks Collide: Tariffs, War, and the Agricultural Repricing Nobody Is Modelling
Three independent supply shocks — Liberation Day tariffs, the Iran-Hormuz crisis, and retaliatory trade disruption — are converging on the 2026 U.S. crop cycle. A macro framework for agricultural commodity repricing. Read the full article at adezeno.com
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1973 vs 2026 Oil Shock: The Playbook Repeats
The Hormuz Strait is back in the news. Oil markets are rattled. But this has happened before — in 1973, an Arab oil embargo sent shockwaves through the global economy. How does Today's supply shock compare, and what should Malaysian investors do about it?
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When "Outperforming the Market" Still Means Losing Money
▎ A Fundstrat chart circulating in macro circles shows Ethereum up 17%, Energy up 13%, and Bitcoin up 12% since the Iran conflict began. It looks bullish. But three words in the subtitle change everything: "Relative to S&P 500." ▎ In this episode, I break down how relative performance charts…
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ABOUT THIS SHOW
▎ Macro investing, decoded. Each episode breaks down one global market concept — charts, geopolitics, currencies, and economic signals — and explains what it means for your portfolio. Global macro, Elliott Wave, Wyckoff, and chart pattern analysis. No jargon. No hype. The story behind the move. ▎ Hosted by Adezeno, Unit Trust Consultant at Eastspring Investments, Sabah, Malaysia.
HOSTED BY
@ADZO — Macro Decoded
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