MacroReal Invest (english)

Global Macro & Real Estate Investment Analysis Welcome to the official English-language channel of Macro Real Estate. We provide institutional-grade analysis on the intersection of global macroeconomics, real estate markets, and strategic investing. Led by founder Zoltan Szelyes and partner Olafur Margeirsson, this channel delivers deep dives into the economic forces shaping today’s investment landscape. Our experts bring decades of experience to help you navigate: Global Macro and Investment Trends: Analysis of interest rates, inflation, and monetary policy. Real Estate Investing: Insights

MacroReal Invest (english) is a business podcast hosted by Unknown Host, with 11 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts MacroReal Invest (english), a business show with 11 episodes published.

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  Episode #1

  Rising Yields: A Threat to Europe's Real Estate Recovery?

  Aug 19, 202635 minS3

  Bond yields are moving up again. Are they creating upward pressure on real estate cap rates? In this episode of Macro Real Invest, Zoltan sits down with Olaf Margeirsson, Partner at Macro Real Estate and former Global Head of Real Estate Research at Credit Suisse and Zurich and Head of European Real Estate Research UBS, to unpack what's really behind the pressure on yields and what it means for the recovery.

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  Episode #7

  The Sicilian Expedition

  Jun 5, 202623 minS1

  <p>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 explores whether we are entering a new phase of the cycle.Martin draws parallels to historical events like the Sicilian Expedition to frame today’s geopolitical and economic risks, while both speakers dive into the real implications for inflation, liquidity, and asset prices. They also explore what’s happening beneath the surface in private credit, why certain parts of the market are...

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  Episode #6

  Crossing the Rubicon

  Apr 21, 202623 minS1

  <p>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 episode, Martin Tixier and Zoltan Szelyes breaks down three structural shifts that the market is dangerously ignoring:1. The Strait of Hormuz: A $6 Trillion ThreatWe are currently "Crossing the Rubicon" in global energy supply. With a 98% correlation between energy and world GDP, a prolonged standoff in the Strait of Hormuz isn't just a headline—it’s a po...

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  Episode #5

  Reminiscences of credit operators

  Mar 30, 202624 minS1

  <p>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 modern betting platforms and high-leverage trading are creating a fragile market structure similar to the era of Jesse Livermore.The Private Credit Crisis and Fund GatingA primary focus of the discussion is the "unmitigated disaster" currently unfolding in private credit markets. Key takeaways include:Liquidity Traps: Why major funds are "gating" (blocking redemptions), specifically in the real estate and private lending sectors.La...

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  Episode #4

  Blowback: Risks of collateral damage

  Mar 18, 202617 minS1

  <p>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 "Blowback" is defined as the unintended consequences and unwanted side-effects of a covert operation. It is also the title of Martin's latest market commentary which we discuss here critically. Markets are facing the risks of unintended consequences of US and Israel's special military operation. They discuss the escalating conflict in the Gulf, including attacks involving Iran, and how these events are triggering...

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