Nov 1, 2022
Alf is the former head of a $20B investment portfolio, a passionate global macro investor, and the author of a free newsletter called, “The Macro Compass," available on Substack.
On this episode, Alf helps us understand macro in a digestible way. What’s in our potential future? How bad will it hurt? How long will it last? Answers to these questions and much more in the interview.
------
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
------
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
-----
Topics Covered
0:00 Intro
8:00 What to Know About Macro
11:03 Tiers of Money
13:07 Deflationary Timeline
15:20 The Housing Market
17:33 The Inflation Remedy
19:54 Indicators
23:10 Global Credit Impulse Cycle
30:25 Can We Have a Soft Landing?
34:50 How Bad Will This Hurt?
39:29 Volatility in the Bond Market
52:18 Switching to Crypto Assets?
55:57 DXY
1:02:09 Bond/Crypto Market Cycles
1:05:30 What Will Make the Fed Pivot?
1:09:36 The Long-Term
1:15:45 Probability & Adapting
1:19:08 Generating Productivity
1:22:27 The Internet’s Unlock
1:23:40 Why Macro is Important
1:25:40 Action Items & Disclaimers
------
Resources:
MacroAlf
https://twitter.com/MacroAlf
The Macro Compass
https://themacrocompass.substack.com/
Is It 2021 Again?
https://themacrocompass.substack.com/p/back-to-2001#details
-----
Not financial or tax advice. This channel is strictly educational
and is not investment advice or a solicitation to buy or sell any
assets or to make any financial decisions. This video is not tax
advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter
to products I use. I may receive commission if you make a purchase
through one of these links. Additionally, the Bankless writers hold
crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures