HeyJaredMacroReal Invest: Real Estate and Investments
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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Aug 26, 2026
- Audience
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- Earliest in this view
- Jul 28, 2026
Latest episodes
One Hour of Macro Episode 2: Japan Macro Myths Debunked with Takuji Okubo (opens the original)
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Japan is one of the most misunderstood economies in global macro. In this episode of One Hour of Macro, hosts Zoltan Szelyes and Martin Tixier talk with Takuji Okubo, founder of Japan Macro Advisors and a veteran Japan economist with three decades of experience across Goldman Sachs, Merrill Lynch, and Société Générale. They break down why Japan's headline 250% debt-to-GDP ratio overstates its fiscal risk, how the Bank of Japan's (BOJ) equity ETF holdings have offset bond losses from quantitative
Rising Yields: A Threat to Europe's Real Estate Recovery? (opens the original)
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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.
Panda Diplomacy (opens the original)
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In this episode of Macro Real Invest, Zoltan and Martin Tixier break down the biggest global macro stories moving markets right now: China's social stability policy and Yuan internationalization, Japan's yield curve and Bank of Japan balance sheet strategy, rising dispersion in US high yield credit, private credit risk in the FinTech sector, panda bonds, and Nicolai Tangen's warning about Norway's sovereign wealth fund.
How to manage downside risks in Global Macro (discussion with Jonathan Haas) (opens the original)
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In this episode of Macro Real Invest, Zoltan speaks with Jonathan Haas, Founder of Altius Capital, about the case for liquid futures, global macro investing, options, volatility, liquidity, and institutional risk management.Drawing on his experience across Morgan Stanley, Blackstone, and the Royal Bank of Canada, Jonathan explains why he transitioned from private real estate and private credit to building a liquid, futures-based global macro strategy at Altius Capital.In this conversation, we di
One Hour of Macro (with Louis-Vincent Gave as special guest) (opens the original)
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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 Zoltan Szelyes and Martin Tixier to break down the massive shifts happening in global markets. From the "Bondzilla" bond crisis in Japan to the de-westernization of Chinese supply chains, Louis explains why the old investment playbooks are failing.Discover
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