@ADZO — Macro Decoded

Business EN ↓ 4 episodes

▎ 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.

Author

@ADZO — Macro Decoded

Episodes

Why Malaysia in 2026 — The Investment Case You're Probably Ignoring 02.04.2026 23:36

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 years — and why the case is simpler than most people think. ...

When Three Shocks Collide: Tariffs, War, and the Agricultural Repricing Nobody Is Modelling 31.03.2026 24:08

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

1973 vs 2026 Oil Shock: The Playbook Repeats 28.03.2026 23:27

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?

When "Outperforming the Market" Still Means Losing Money 27.03.2026 21:40

▎ 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 work, why...