$20 BILLION Portfolio Manager Exposes HUGE Macro Trends Macro Alf
- 2 years ago
Today's guest is Alfonso Peccatiello aka Macro Alf who has over 106,000 followers on Twitter.
He is the author of The Macro Compass a free newsletter delivering financial education, macro insights & investment ideas. Alf was also the former head of a $20 billion investment portfolio.
In this conversation, we discuss:
1. Why understanding the bond market is paramount
2. How demographics affect financial policy and economic output
3. The layers of the financial system (bonds, credit, equities)
4. Central Bank Digital Currencies
You can learn more about Alf here:
Twitter: @MacroAlf
The Macro Compass: https://themacrocompass.substack.com/
He is the author of The Macro Compass a free newsletter delivering financial education, macro insights & investment ideas. Alf was also the former head of a $20 billion investment portfolio.
In this conversation, we discuss:
1. Why understanding the bond market is paramount
2. How demographics affect financial policy and economic output
3. The layers of the financial system (bonds, credit, equities)
4. Central Bank Digital Currencies
You can learn more about Alf here:
Twitter: @MacroAlf
The Macro Compass: https://themacrocompass.substack.com/