Alf is the former head of a $20B investment portfolio, a passionate global macro investor, and the author of a free newsletter called, “The Macro Compass," available on Substack.
On this episode, Alf helps us understand macro in a digestible way. What’s in our potential future? How bad will it hurt? How long will it last? Answers to these questions and much more in the interview.
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----- Topics Covered
0:00 Intro 8:00 What to Know About Macro 11:03 Tiers of Money 13:07 Deflationary Timeline 15:20 The Housing Market 17:33 The Inflation Remedy 19:54 Indicators 23:10 Global Credit Impulse Cycle 30:25 Can We Have a Soft Landing? 34:50 How Bad Will This Hurt? 39:29 Volatility in the Bond Market 52:18 Switching to Crypto Assets? 55:57 DXY 1:02:09 Bond/Crypto Market Cycles 1:05:30 What Will Make the Fed Pivot? 1:09:36 The Long-Term 1:15:45 Probability & Adapting 1:19:08 Generating Productivity 1:22:27 The Internet’s Unlock 1:23:40 Why Macro is Important 1:25:40 Action Items & Disclaimers
------ Resources:
MacroAlf https://twitter.com/MacroAlf
The Macro Compass https://themacrocompass.substack.com/
Is It 2021 Again? https://themacrocompass.substack.com/p/back-to-2001#details
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
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