The Macro Compass

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8:58
Macro Volatility Is Coming
The calm before the storm
 • 
Alfonso Peccatiello (Alf)
11
Yes, But What's The Macro EndGame?
A Framework To Answer This Million Dollar Question
 • 
Alfonso Peccatiello (Alf)
4
9:15
Why Doesn't The Economy Break?!
After all, rates are high and the curve is inverted!
 • 
Alfonso Peccatiello (Alf)
22
6:09
Yield Curve 101
A Primer on How the Yield Curve Works
 • 
Alfonso Peccatiello (Alf)
17
7:37
Tectonic Macro Shifts
Big Challenges to The Reflation Narrative
 • 
Alfonso Peccatiello (Alf)
18
7:48
A Trillion (Dollar) Reasons
Yellen is the Policymaker to Watch Now
 • 
Alfonso Peccatiello (Alf)
7
11:03
Do You Own These in Your Portfolio?
Three Exposures To Own
 • 
Alfonso Peccatiello (Alf)
11
11:24
Beware Animal Spirits
Big Macro Events Loom Large
 • 
Alfonso Peccatiello (Alf)
8
9:42
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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