''Today, The Macro compass graduates from the biggest macro newsletter in the world to an all-round platform whose aim is to help investors fill the data, tools and macro knowledge gap they unfortunately face versus Wall Street. It will be a macro learning journey filled with educational reports, interactive tools and actionable portfolio strategy to help you become a better macro investor.As a listener of Boiler Room, you can use the code ''Alf'' for a 10% discount and sign up for the tier that best fits your needs starting from only $27 per month. Sign up here: https://www.themacrocompass.com/our-products/--Follow Jack: https://twitter.com/JackFarley96Follow Alfonso: https://twitter.com/MacroAlfFollow Blockworks: https://twitter.com/Blockworks_Subscribe To The Macro Compass: https://themacrocompass.substack.com/Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Timestamps:(00:00) Introduction(00:27) October's CPI Report(15:30) Top Stories of The Week(25:25) FTX: Crypto's Lehman Moment(30:15) Launching The Macro Compass Platform--Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by anonymous analyst Mr. Blonde for an update on the forces driving equity markets through the end of 2022 and into 2023.Mr Blonde walks through the 3 biggest factors driving markets today: U.S midterms, earnings & the Fed. Being vocal about the bear market driven by the Fed's tightening cycle, Mr Blonde now sees the next leg of this bear market being driven by earnings revisions. To hear all this & more, you'll just have to tune in! -- Follow Mr Blonde: https://twitter.com/MrBlonde_macro Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/Subscribe To The Macro Compass: https://themacrocompass.substack.com/ —Referenced In The Show: Stuck In The Middle: https://stuckinthemiddle.substack.com/—Timestamps:(00:00) Introduction(00:50) The Next 3-6 Months In Equity Markets(03:28) Mid Term Election Impact?(07:45) Equity Earnings Season(11:39) What Is This: 2001?(14:51) Looking Ahead 6 Months Into 2023(18:24) The Powell Pivot(25:36) Final Thoughts—Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's edition of Boiler Room, Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "A Pivot From Hawkish To...More Hawkish".This week, the Fed raised rates by 75bp. Many expected the following press conference to be dovish and markets rallied upon anticipation. As soon as Powell spoke, those gains reversed as Powell reiterated “it’s very premature to think about pausing”. Alfonso breaks down the Fed conference, but to hear that, you'll have to tune in!—Referenced In The Show:A Pivot From Hawkish To...More Hawkish: https://themacrocompass.substack.com/p/from-hawkish-to-more-hawkish#details Minutes of the Meeting of the Treasury Borrowing Advisory Committee November 1, 2022: https://home.treasury.gov/news/press-releases/jy1074__Timestamps:(00:00) Intro(01:07) Powell's Press Conference(06:55) Powell Aims To Regain Credibility(10:19) A Fed Pivot From Hawkish To...More Hawkish!(12:25) Monetary Plumbing: Treasury General Account & Reverse Repo__Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Dario Perkins Managing Director of Global Macro at TS Lombard for a discussion on "the non-Fed pivot".As central bankers around the world identify inflation as the common enemy, embarking on their fastest rate hike path in modern history, just what sort of fragilities are emerging at the edges? Dario takes a deep dive into the U.K, Canadian & Australian economies as signs of fragility begin to emerge. Dario also discusses the real estate bubble's that have happened in these regions as they failed to de-leverage post 2008, but to hear that, you'll have to tune in!—Referenced In The Show:A Sudden Change of Heart? Housing IS the Business Cycle--Timestamps:(00:00) Intro(00:51) Dealing With Higher Interest Rates(05:29) Central Banks Are Having A Sudden Change of Heart(11:33) Can Central Banks Afford Not To Fight Inflation?(15:04) What Will Make Powell Pivot His Hawkish Stance?(19:08) Dario's Outlook For Markets Throughout 2022 & Into 2023--Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's edition of Boiler Room, Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "A Chat With The Top Macro Hedge Funds".After being in London for Blockworks' DAS Summit, Alfonso had the chance to speak with some some macro hedge funds. Alfonso reflects on their contrarian views from the conversations he had with those funds, to share how macro hedge funds are viewing the world in this market condition. To hear that, you'll have to tune in!--Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/-- Referenced In The Show: A Chat With The Top Macro Hedge Funds: https://themacrocompass.substack.com/p/chat-with-macro-hedge-funds#details--Timestamps:(00:00) Introduction(01:17) Housing IS The Business Cycle(04:51) Death By A Thousand Cuts Or A Systemic Risk Event?(08:02) Using The Last 10-Year Framework Won't Work(10:57) Final Thoughts--Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's edition of Boiler Room, Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "The Pension Funds Drama Explained".Leveraged bets, illiquid assets and pending liabilities have led to a UK pension fund crisis. How did pension funds end up in this tenuous state? Are US and European pensions next, and what does this mean for investment portfolios? Tune in to find out!-- Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Referenced In The Show:The Pension Funds Drama Explained: https://themacrocompass.substack.com/p/pension-fund-drama#details-- Timestamps:(00:00) Introduction(01:34) Pension Funds 101(05:47) Everything Was Fine, Until Volatility Hit(08:46) Can This Happen To The US & Europe?(11:21) Investment Implications-- Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Frances Coppola to explain today's banking system and debunk the theory that money is "printed".Frances discusses the creation of money in the modern economy and how the money supply expands and contracts. We then explore the bank lending process, a bank's equity and what almost everyone gets wrong about bank reserves.Does government fiscal spending increase the money supply or just recycle it? Are bank reserves lent to other borrowers? What components comprise the total money in circulation? Tune in to find out!--Follow Frances: https://twitter.com/FrancesCoppola4Follow Alfonso: https://twitter.com/MacroAlfFollow Blockworks: https://twitter.com/Blockworks_Subscribe To The Macro Compass: https://themacrocompass.substack.com/Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Referenced In The Show: The Case For People's Quantitative Easinghttps://www.amazon.com/Case-Peoples-Quantitative-Easing/dp/1509531300--Timestamps:00:00 Introduction00:27 Who Prints Money?04:16 How Banks Make Loans06:07 What Everyone Gets Wrong About Bank Reserves19:46 Government Fiscal Spending, It's Circular24:00 Why Is This So Confusing?--Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled “Wait: Is It 2001 Again?!”This week, Alfonso draws parallels between the 2000 - 2001 period by looking at inflation, equities & bond market performance. As markets have caught many investors off guard this year, it’s important to look back throughout history to inform asset allocation. As Mark Twain famously said “History doesn’t repeat itself, but it often rhymes”. Just how similar is the 2000 - 2001 period compared to today? To find out, you’ll have to tune in!--Follow AlfonsoFollow BlockworksSubscribe To The Macro CompassGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter--Referenced In The Show: Wait: Is It 2001 Again?!--Timestamps:(00:00) Introduction(02:45) Refreshing The Macro Framework(07:16) The Monetary Policy Stance Remains VERY TIGHT(10:06) The Powell Credibility Indicator(11:06) Early 2001 Is Here, Again!--Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Brent Johnson of Santiago Capital for a timely update on the US dollar milkshake.Throughout 2022 the US dollar has continued to climb higher against most currencies around the world, most notably the Japanese Yen, British Pound & the Euro. Many years ago, Brent outlined his dollar milkshake thesis stating that as long as the current monetary system stays intact, the US dollar will continue to outperform major currencies around the world and cause some real damage in the process. Brent now joins us for an update on his thesis, but to hear that, you'll have to tune in!--Follow BrentFollow AlfonsoFollow BlockworksSubscribe To The Macro CompassGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter--Referenced In The Show:Bank of England announces gilt market operationFed Pivot My A*S-- Timestamps:(00:00) Introduction (00:36) An Update On The U.S Dollar(03:49) Fed Pivot? Think Again...(05:24) Intervention In The FX Markets(08:34) The BoJ Will Not Be Bullied(11:40) How Effective Are FX Reserves At Saving Currencies?(15:13) The Dollar Milkshake Theory(22:17) The Great Deleveraging(25:28) Final Thoughts--Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "FX Markets Are On Fire". In 2022, FX markets are back with a vengeance. For the last 20+ years, developed markets’ economic models were based on a two-tier system of globalization and credit creation. In 2022, as inflation continues to shock the global financial system, economic models are being flipped upside down as some of the strongest currencies, now become some of the weakest. In this video, Alfonso walks through the strongest, the weakest & the safest currencies in today's environment by identifying six key indicators, but to hear that, you'll have to tune in!--Follow Alfonso: https://twitter.com/MacroAlfFollow Blockworks: https://twitter.com/Blockworks_Subscribe To The Macro Compass: https://themacrocompass.substack.com/Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Referenced In The Show:FX Markets Are On Fire: https://themacrocompass.substack.com/p/fx-markets-on-fire#details--Timestamps:(00:00) Introduction(00:29) FX Fundamentals Are Back With A Vengeance(05:45) Japan: Is The YCC Ever Going To Stop?(08:49) Switzerland: Strong and Orthodox(11:12) The UK: Oh Dear…(12:42) The U.K Mortgage System(14:02) Final Thoughts--Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.