I’m Peter Esho and I write here about macro investing and market developments. I’ve always loved markets and trading, having started my career back in 2004 working at one of Wall Street’s best known research houses - Morningstar Inc.
Morningstar taught me how to value stocks and how to think about investing through the micro lense. We met some amazing founders and leaders who went on to build some of the world’s best businesses.
My career evolved from equities into more macro markets such as forex, bonds and commodities when I moved over to City Index in 2011 (now part of the StoneX Group) to become their Chief Market Analyst, Asia Pacific.
My entrepreneurial knack led me to Invast Global in 2014, helping the well established Japanese trading firm set up their first international operation in Sydney.
As Chief Market Analyst at Invast, I worked with a great startup team to build Invast’s reputation in markets. Today they are achieving great things as one of the world’s leading prime brokerages.
Throughout my career, I’ve had the privilege to work with some great media partners and often appeared on major TV channels such as ABC News, Bloomberg, BBC and CNBC.
My entrepreneurial journey into real estate investment
While working in markets, I developed a passion for real estate investing. Having learnt some great lessons at Morningstar, City Index and Invest, in 2015 I decided to build a real estate investment business.
After a few iterations and many lessons in between, today I’m a Co-Founder in Wealthi, one of Australia’s leading property investment companies. Wealthi is backed by VC fund Pi Labs in London and includes investors such as real estate private equity firm EG Private Wealth.
More recently, I completed social entrepreneurship studies at Oxford University, complementing traditional business concepts I learnt at USYD and UNSW.
Twice a year I’m a mentor at USYD’s Genesis start-up accelerator, a great social initiative which aims to encourage and reward entrepreneurs who have a connection to the university.
The love for markets and trading continues
Macro investing is the basis for all successful decision making. My passion is now here, helping you make sense of market movements and position yourself to best navigate this crazy world.
The pandemic taught us to deal with uncertainty. We’re still working out what the world looks like and how to things about macro market movements. So come along with me on this journey, as I journal my thoughts and ideas, often learning from some amazing mentors who have decades of experience between them.
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Finally, please remember that all information here is for educational purposes only. If in doubt, please read this important disclaimer.