On today's edition of Boiler Room, Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "A Chat With The Top Macro Hedge Funds".
After being in London for Blockworks' DAS Summit, Alfonso had the chance to speak with some some macro hedge funds. Alfonso reflects on their contrarian views from the conversations he had with those funds, to share how macro hedge funds are viewing the world in this market condition. To hear that, you'll have to tune in!
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Referenced In The Show:
A Chat With The Top Macro Hedge Funds: https://themacrocompass.substack.com/p/chat-with-macro-hedge-funds#details
(01:17) Housing IS The Business Cycle
(04:51) Death By A Thousand Cuts Or A Systemic Risk Event?
(08:02) Using The Last 10-Year Framework Won't Work
(10:57) Final Thoughts
Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.