The Macro Compass

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11:24
Do You Own These in Your Portfolio?
Three Exposures To Own
 • 
Alfonso Peccatiello (Alf)
12
Beware Animal Spirits
Big Macro Events Loom Large
 • 
Alfonso Peccatiello (Alf)
9:42
8
IT'S BACK!
Sharing an important news
 • 
Alfonso Peccatiello (Alf)
5:50
6
The Truth About Money
Money doesn't work like they told you it does.
 • 
Alfonso Peccatiello (Alf)
11:24
38
Bubbles & AntiBubbles
Narratives can dominate macro longer than you can remain solvent
 • 
Alfonso Peccatiello (Alf)
10:29
9
Pay Attention To Monetary Plumbing
Why does everybody care about the QRA next week?
 • 
Alfonso Peccatiello (Alf)
7:48
10
The Liquidity Conundrum
Monetary Plumbing Key To Macro in 2024
 • 
Alfonso Peccatiello (Alf)
9:01
31
Unpacking Bond Markets
Plenty is happening under the hood
 • 
Alfonso Peccatiello (Alf)
5:31
The Macro Compass
The Macro Compass
Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.
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