The global credit impulse peaked in Q420 and it leads reflation trades by 9-12 months. Which means they're dead in the water now.
Back to the secular Quadrant 1 of my Macro Compass - listen to the video to find out how to position your portfolio accordingly.
Welcome back to my weekly educational video!
Inflation is here! Yes, but the market knows it... +
A brief global macro overview (this time with decent audio quality!) +
Who's buying bonds at these yields? Japanese investors!
Before you trade stocks, bitcoin, FX, bonds or anything you have to try and understand how our monetary system works not to miss the big picture.
This video helps you by providing a 10.000 foot view of the global macro landscape. Don't miss the forest for the trees.
Tune in and enjoy!