# Did Macro Kill Crypto? with MacroAlf

*Author: Ryan Sean Adams, David Hoffman*
*Published: Nov 1, 2022*
*Source: https://www.bankless.com/de/did-macro-kill-crypto-with-macroalf*

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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.

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### TIMESTAMPS
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

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### 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