All Episodes
The Macro Compass — 131 episodes
Run It Cold Now, Run It Hot Later
May The Odds Be Ever In Your Favor
Plumbing Risks Ahead
Policymaking Protest Assets (PPAs)
Null Komma Null
On The US Downgrade
How The Whales Could Dump More US Dollars
The Macro Unicorn
Here Are My Top Macro Ideas
Bond Market Rally Next?
How To Prepare For Tariff Day
What To Buy For A Macro Portfolio In 2025
A Fresh Look At Bond Markets
Macro Clouds On The Horizon
The Big Chinese Bazooka
China Is Imploding
This is a True Regime Change
Panic Monday! (What Now?)
Macro Volatility Is Coming
Why Doesn't The Economy Break?!
Yield Curve 101
Tectonic Macro Shifts
A Trillion (Dollar) Reasons
Do You Own These in Your Portfolio?
Beware Animal Spirits
IT'S BACK!
Pay Attention To Monetary Plumbing
The Liquidity Conundrum
Unpacking Bond Markets
The 2024 Macro Playbook
Japan: Here is What You Should Know
The Whales Are Coming
Inflation: What Next?
Something Will Break
A Rare & Dangerous Trend in Bond Markets
The Key Macro Charts To Watch
Bonds On The Move
US Downgrade! Now What?
The Liquidity Illusion
How Not To Suck At Trading
Jawboning
The Next Big Macro Trade?
Liquidity: What's Next?
Currencies Matter
Will the US Default?
The Real Deal
Credit Crunch
The Fed Meeting Explained
The Most Misunderstood Concept in Finance
New Bull Market or Bear Market Rally?
The De-Dollarization Fairytale
5 Things Hedge Funds Are Watching
The Long Term Debt Cycle
The Big Yield Curve Shift
How To Invest In Q2
Look Beyond
Follow The Money
Powell Strikes Again
What Now?
The Moment of Truth
Contagion Risks
Banking Crisis?
Money
Nope
Yes, But What About Europe?
When To Buy Bonds?
FREE Article - To YOLO or Not To YOLO?
The Inflation Numbers Explained
What If?
Can You Smell The FOMO?
Markets Don't Believe You, J-POW
''Liquidity''
Recession or Soft Landing? (FREE ARTICLE)
Yes, This Time Is Different
The CPI Report Matters
The 2023 Macro ETF Portfolio
What The Heck Is Happening In Japan?
Pay Attention!
Don't Fight The Fed
How Much Is A Recession Priced In?
The BIS ''Hidden USD Debt'' Story Explained
You Think The Labor Market Is Hot? Think Again
Let's Not Be Stupid Macro Investors
All They Told You About Money Printing Is Really, Really Wrong
When Recession, Sir?
The 30,000-Foot View
The Bond Market Is Talking: Are You Listening?
Bear Market Rally or Turning Point (Again)?
It's Showtime!
A Pivot From Hawkish To...More Hawkish
A Sudden Change of Heart?
A Chat With The Top Macro Hedge Funds
The Pension Funds Drama Explained
Wait: Is It 2001 Again?!
FX Markets Are On Fire
Trust Me: It Will Be Enough
Putin vs Europe - The Long War
The Moment of Truth for Markets
Fed Pivot My A*S
On The Art Of Macro Portfolio Construction
Fading The Soft Landing Narrative
The World's Most Important Market
The Crazy Market Rally Explained
Bear Market Rally or Turning Point?
Nothing Else (Except Macro) Matters
So, Recession?
Time To Buy Bonds?
Stop Fooling Around, J-Pow
The True Reason Why Central Banks Do QE
The Biggest Macro Risk You Might Be Ignoring
How To Avoid Stupid Mistakes
Let The Macro Polar Stars Guide You
What If?
A Mistaken Attempt at Sounding Dovish
The Name is Spread. Credit Spread.
The Macro Vigilantes Are Waking Up
Has Your Portfolio Realized That The Money Printer is Out of Order?
China: To Invest or Not To Invest?
Yes, But Which Yield Curve?
The Fed is Hitting The Brakes: Are You Wearing your Seatbelt?
The Bears are Knocking at The Door
A Healthy Long for Your Portfolio
House (Prices) of Cards?
The Real Deal in the Bond Market
The Bond Market in Plain English
The Yield Curve Inversion is Coming
How To Trade This Market Eruption
The Fed's QT Explained (No, it's Not The End Of The World)
Vikings At The Gate
The Macro EndGame
Central Banks speak, Alf translates