Listen now (12 min) | For years, I was blessed with the opportunity to run a $20 billion multi-asset institutional portfolio. And yet, something didn’t feel right. The amount of information, data, and knowledge available to financial institutions is unparalleled…and yet, strictly
Nov 11, 2022·edited Nov 11, 2022Liked by Alfonso Peccatiello (Alf)
Bravo Alf! Thanks for providing what should be a fantastic course to a global community of serious investors. I'm not in the position to join in the near-term, but will continue to read your free substack newsletter with pleasure 😊
Congrats Alf. I’m all in! I feel you pain for the retail guys out there and the public in general. I trust my car mechanic, plumber, and butcher far, far more than most of my peers if the investment community. Cheers Mate.
I know this product is not ready yet but It will be nice to know how one can follow this ETF portfolio. I am very curious to know. If you have any demo on it, you can share it with us. Thanks
Hey Alf! Firstly, congrats! I’ve been following you since you started at Blockworks macro and TMC and I am learning so much! I’m very thankful for all the insights. I wish you all the success on this new journey.
I truly believe this will be a fantastic product, but as much as I’d like to subscribe to it, the entry price is just too high at the moment. Living in Brazil with its devaluated currency makes everything in euros or dollars crazy expensive. If you manage to create a lower tier subscription or a more personalized way to charge (like charge individually for each benefit you’re offering) I’d be very glad to check it out.
I became a better investor because of you. This will undoubtedly prepare investors for the upcoming recession.
The TMC discount codes apply, and subscribing to the lowest tier would cost 319/year which is 27/month. And the BRL appreciated against the EUR this year :)
If you can't afford that I understand - keep following the free newsletter here on Substack :)
It was great reading your post. Best of all by far i found and also very demystifying for ordinary people willing to learn . I really hope you will still posting this one week free newsletter for people who cannot afford subscription. It would still be good marketing and investment for you and also charity to some, win win. However thank you .
Hi Alf! So you pay now but it starts in Jan? Any chance of getting a discounted monthly rate for the lower tier so we can evaluate it? Has there been any changes to your long term etf with the CPI numbers this week and melt up going on? Thanks for all the insight!!
If you get in now, you can subscribe to the Long-Term Investor tier for the equivalent of $27/month and the All-Round for $82/month and you lock them in for the entire 2023.
From January, monthly options will be available and they will cost $39/month and $125/month.
So, getting in now using the ''TMC'' discount code saves you quite some money :)
Thanks! I just subscribed.. excited to see what happens with this next year! So your long term portfolio, are you still mostly cash and just patiently waiting?
Just subscribed, thank you! It looks like the macro courses will be separate from the membership correct? Any idea when those will occur?
Yes, that's correct.
Macro courses will start around March/April 2023.
With a 25 or 50% discount, they will be offered at very competitive prices for TMC subscribers.
And what they will cost approx.?
I wonder if its better to get the next tier, just to get 50% on the courses.
Wishing you all success
Thank you, appreciated!
Bravo Alf! Thanks for providing what should be a fantastic course to a global community of serious investors. I'm not in the position to join in the near-term, but will continue to read your free substack newsletter with pleasure 😊
Thank you, Nicholas!
Congrats Alf. I’m all in! I feel you pain for the retail guys out there and the public in general. I trust my car mechanic, plumber, and butcher far, far more than most of my peers if the investment community. Cheers Mate.
Eheh, I feel you Woosley!
Could you please tell me the YTD performance ?
I posted a chart one or two weeks ago.
Up around 30% YTD.
okay thanks
I know this product is not ready yet but It will be nice to know how one can follow this ETF portfolio. I am very curious to know. If you have any demo on it, you can share it with us. Thanks
Awesome Alf. I am happy for you. :) Thank you.
Thank you, Chris!
Alf, I have to question the pricing in Euros and not Dollars? Feels like a macro call there. 😄
Eheh simply because I am sitting in Europe and hence prefer EUR cash flows.
I'd say in early 2023 that looks like a great FX trade for somebody subscribing from the US eheh
great, options for many types of investors ... cheers!
Glad you like them :)
Thanks Alf. Really looking forward to your help and insight here in Juno Beach,Florida. Cheers
Thanks Philip, a pleasure to have you onboard!
Hey Alf! Firstly, congrats! I’ve been following you since you started at Blockworks macro and TMC and I am learning so much! I’m very thankful for all the insights. I wish you all the success on this new journey.
I truly believe this will be a fantastic product, but as much as I’d like to subscribe to it, the entry price is just too high at the moment. Living in Brazil with its devaluated currency makes everything in euros or dollars crazy expensive. If you manage to create a lower tier subscription or a more personalized way to charge (like charge individually for each benefit you’re offering) I’d be very glad to check it out.
I became a better investor because of you. This will undoubtedly prepare investors for the upcoming recession.
Thanks for the kind words, Jose!
The TMC discount codes apply, and subscribing to the lowest tier would cost 319/year which is 27/month. And the BRL appreciated against the EUR this year :)
If you can't afford that I understand - keep following the free newsletter here on Substack :)
It was great reading your post. Best of all by far i found and also very demystifying for ordinary people willing to learn . I really hope you will still posting this one week free newsletter for people who cannot afford subscription. It would still be good marketing and investment for you and also charity to some, win win. However thank you .
Thank you for the kind words!
The free newsletter will be published 1-2x month, so less often than now but I will keep it on.
The big macro learning journey happens on The Macro Compass platform though, I hope you want to give it a try :)
F...ing awesome!
:)))
Hey Alf, I'm following you on Kitko. Great interviews!
I have a question regarding the long term investor subscription.
What does it mean the ETF portfolio? That you are suggesting stock to buy and sell or just ETFs?
It's going to be provided regular updates (weekly, monthly, ..)?
Thanks
Hi!
It's going to be only ETFs, and updated at least weekly
Thanks Alf! Appreciate it. I look forward to joining more formally.
Best, -R
Thank you for joining, Robert!
Alfonso, how do I subscribe? When I click on "subscribe", all I get is an image of the subscriptions options available (?)
Hi Andy,
Here are the links to subscribe.
Don't forget to use the ''TMC'' discount code to get the early bird pricing, and thanks for becoming a subscriber!
PRO tier
https://buy.stripe.com/fZe14j1dz62paLCaEJ
THE ALL-ROUND INVESTOR tier
https://buy.stripe.com/8wM5kz2hD2Qd9Hy6os
THE LONG TERM INVESTOR tier
https://buy.stripe.com/dR6bIX9K59eB9HyeUX
Hi Alf! So you pay now but it starts in Jan? Any chance of getting a discounted monthly rate for the lower tier so we can evaluate it? Has there been any changes to your long term etf with the CPI numbers this week and melt up going on? Thanks for all the insight!!
Hi Matt!
Yes, the service starts in Jan 2023.
If you get in now, you can subscribe to the Long-Term Investor tier for the equivalent of $27/month and the All-Round for $82/month and you lock them in for the entire 2023.
From January, monthly options will be available and they will cost $39/month and $125/month.
So, getting in now using the ''TMC'' discount code saves you quite some money :)
Will publish a piece today!
Thanks! I just subscribed.. excited to see what happens with this next year! So your long term portfolio, are you still mostly cash and just patiently waiting?