Macro Alf - $20 BILLION Portfolio Manager Exposes HUGE Macro Trends | #013
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 paramount 2. How demographics affect financial policy and economic output 3. The layers of the financial system (bonds, credit, equ...