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MacroAlf
About me Global Macro with a 10.000 foot view. Author of The Macro Compass, a free newsletter with actionable investment ideas. Only own opinions. Not financial advice.
Joined themacrocompass.substack.com
Markets Allocation
33 % commodities 67 % other
Top Mentioned Symbols
HG1! 33% | 1 T10YIE 33% | 1 US10Y 33% | 1
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The reflation trade is dead
T10YIE
, D
T10YIE: The reflation trade is dead
15:51

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.

Inflation: transitory or not?
US10Y
, D
US10Y: Inflation: transitory or not?
15:34

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!

The bread and butter of global macro
HG1!
, DEducation
HG1!: The bread and butter of global macro
17:47

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!

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