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Did Macro Kill Crypto? with MacroAlf

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.
Nov 1, 202201:27:31
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Inside the episode

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.


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


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

A huge thanks to our Friends & Sponsors
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