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Artwork for MacroReal Invest: Real Estate and Investments

MacroReal Invest: Real Estate and Investments

Zoltan Szelyes, CFA, CAIA

Welcome to the official English-language channel of Zoltan Szelyes (alias Macroreal). As CEO of Macro Real Estate AG and one of Switzerland’s leading independent advisors, Zoltan shares in-depth analyses of macro trends, real estate markets, and global investment strategies. Benefit from over 20 years of market experience and exclusive insights from an expert who serves on the investment committee... more

PublishesMonthlyEpisodes8Founded5 months ago
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Artwork for MacroReal Invest: Real Estate and Investments

Latest Episodes

This is the first video of the series "one hour of macro", in which Martin Tixier and Zoltan Szelyes discuss investment relevant topics with macro top-shots.

In this exclusive macro interview, Louis-Vincent Gave, CEO of Gavekal Research, joins Zolt... more

In this episode, Zoltan sits down again with macro strategist Martin Tixier to unpack a month full of major shifts across global markets. From rising geopolitical tensions and energy constraints to cracks forming in credit markets, the discussion exp... more

In 49 BC, Julius Caesar crossed the Rubicon, a decision that made the fall of the Roman Republic inevitable. Today, the global financial system might face its own "point of no return". The "Buy the Dip" era is meeting a wall of reality. In this episo... more

In this deep dive, experts Zoltan Szelyes, CFA, CAIA and Martin Tixier discuss why today’s financial landscape mirrors the speculative "casino-like" environment of the 1920s. Referencing the classic Reminiscences of a Stock Operator, they explore how... more

In this episode, Zoltan Szelyes, founder of Macro Real Estate sits down with global macro strategist Martin Tixier to unpack the latest geopolitical shocks and their far-reaching impact on financial markets, supply chains, and credit conditions.A "Bl... more

Following the Citrini research we discuss

- Impact of AI on software companies

- War between software and hardware in AI

- Update on Palladium and disruption of the electric vehicles in Europe

- GFC vibes and the fallout of private credit. Risks ... more

Zoltan Szelyes discusses with Martin Tixier the role of civilized money and heated financial market topic- Geopolitical changes and the impact of asset allocation- The Veblen effect- Is Bitcoin civilized money- Is silver in a bubble? What role can no... more

Zoltan walking through the SREM, the Swiss real estate monthly and discusses the overvaluations vs. the opportunities for Swiss real estate

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Apple Podcasts
#245
Canada/Business/Investing
Apple Podcasts
#59
Russia/Business/Investing
Apple Podcasts
#220
Singapore/Business/Investing
Apple Podcasts
#221
Sweden/Business/Investing

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this podcast launched 5 months ago and published 8 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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