52 min
Macro Alf - $20 BILLION Portfolio Manager Exposes HUGE Macro Trends | #013 The WhiteBoard Finance Show
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- Investing
Today's guest is Alfonso Peccatiello aka Macro Alf who has over 106,000 followers on Twitter.He is the author of The Macro Compass a free newsletter delivering financial education, macro insights & investment ideas. Alf was also the former head of a $20 billion investment portfolio.In this conversation, we discuss:1. Why understanding the bond market is paramount2. How demographics affect financial policy and economic output3. The layers of the financial system (bonds, credit, equities)4....
Today's guest is Alfonso Peccatiello aka Macro Alf who has over 106,000 followers on Twitter.He is the author of The Macro Compass a free newsletter delivering financial education, macro insights & investment ideas. Alf was also the former head of a $20 billion investment portfolio.In this conversation, we discuss:1. Why understanding the bond market is paramount2. How demographics affect financial policy and economic output3. The layers of the financial system (bonds, credit, equities)4....
52 min