Navigating Macro Opportunities: Fund Launch and Market Insights

Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?

Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.

- Are these rate cuts just in time or too little too late? - Is the Fed cutting by 25bps or 50bps? - Will we get a recession or the soft landing the FED is hoping for? - What will happen to crypto assets?

We discuss all this and more with Macro Alf, one of the top minds in macro out there.

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------ TIMESTAMPS

0:00 Intro 5:41 The Fed is Behind the Curve 12:28 Why Haven’t Things Broke? 18:57 Bad News are Actually Bad News 24:17 Fed Rate Cut Prediction 30:43 Elizabeth Warren’s Letter 35:06 Market Reaction 42:55 How to Prepare 53:20 Probability of Recession 54:48 Debasement 1:05:06 Monetary Plumbing 1:09:09 Debasement Assets 1:11:46 Closing Thoughts

------ RESOURCES

Maro Alf https://x.com/MacroAlf  

Alf's Institutional Research Free Trial https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform  

The MacroCompass  https://themacrocompass.org/  

Monetary Plumbing Chart https://x.com/MacroAlf/status/1834938859848634440  

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