MacroReal Invest: Real Estate and Investments

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 geop...

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 Trillio...

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 Priva...

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 com...

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 and opportunities for investors

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 now Palladium play in the portfolios?- Credit Cycle: A rerun of 2007. Where are pockets of risk - France: Is there some hope in light of fiscal excesses...

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