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
Just subscribed, thank you! It looks like the macro courses will be separate from the membership correct? Any idea when those will occur?
Wishing you all success
Will you cover EU/UK equivalent ETF's to invest within ?
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.
Could you please tell me the YTD performance ?
Awesome Alf. I am happy for you. :) Thank you.
Alf, I have to question the pricing in Euros and not Dollars? Feels like a macro call there. 😄
great, options for many types of investors ... cheers!
Thanks Alf. Really looking forward to your help and insight here in Juno Beach,Florida. Cheers
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.
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 .
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 Alf! Appreciate it. I look forward to joining more formally.
Alfonso, how do I subscribe? When I click on "subscribe", all I get is an image of the subscriptions options available (?)