The Macro Compass - A Global Market Outlook for 2023

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Today I have the pleasure of interviewing Alfonso Peccatiello, founder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to democratize professional macro analysis, tools, and portfolio strategy.

The Macro Compass leverages Alf’s experience running large pools of institutional money and offers financial education, unique macroeconomic insights, and actionable investment strategy.

Before launching The Macro Compass, Alfonso was the Head of Investments for a $20 billion portfolio for ING Germany.

In this interview we review Alf's global market outlook for 2023 touching on why the labor market holds the key and what asset classes and instruments could perform well and not so well in this environment.

Enjoy

themacrocompass.com
@MacroAlf

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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