In today's episode, we talk about macro. The Stock Universe is joined by Alfonso Peccatiello from The Macro Compass. Alfonso shares his view on where we are in the economic cycle, The concept of liquidity, what inflation means for this cycle, and the recent run-up in tech stocks. We also get Alfonso's take on the markets going forward for the rest of 2023.
The Macro Compass: www.themacrocompass.com
Disclaimer: Nothing discussed on The Stock Universe should be considered investment advice. Please always do your own research and speak to a financial adviser before making investment decisions.
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