Magic Markets #117: Macro Themes with Rachel Ziemba

Episode 117 March 22, 2023 00:42:29
Magic Markets #117: Macro Themes with Rachel Ziemba
Magic Markets
Magic Markets #117: Macro Themes with Rachel Ziemba

Mar 22 2023 | 00:42:29

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Show Notes

With a background at Roubini Global Economics and extensive experience across developed, emerging and even frontier markets, Rachel Ziemba brings a wealth of macroeconomic and geopolitical experience to Magic Markets.

Having worked several times in the past with our very own Mohammed Nalla, Rachel agreed to join us for a discussion on general global trends and the perception of South Africa on the international stage.

We covered topics including:

For those looking to understand the music that is playing on the stock-picking dancefloor, an appreciation for macroeconomics and geopolitics is key. This episode is a great way to learn about some of the key themes and complexities.

You can follow Rachel on Twitter for more insights and you can follow her work on her website.

 

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