In the last 6 months I was trying to wrap my little head around the macro environment and the effects on the economy and to be honest on my pocket. I just didn't know how inflation, interest rate hikes, and debt cycles fit together to be able to create an investment thesis or at least protect my capital.
Our guest today will try to answer some of these questions so please welcome Alfonso Peccatiello Founder & CEO of The Macro Compass.
The Macro Compass is an investment strategy firm whose mission is to democratize professional macro analysis, by giving access to tools and portfolio strategies.
Before launching The Macro Compass, Alfonso was the Head of Investments for a $20 billion portfolio for ING Germany.
During this episode, we discuss the current macro environment and how got here, what should be the strategies for consumers and investors to protect themselves during this period, and some economic predictions for 2023.
Without further ado, please enjoy my conversation with Alfonso Peccatiello, founder and CEO of the Macro Compass
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