$20 BILLION Portfolio Manager Exposes HUGE Macro Trends | Macro Alf @WhiteBoardFinance
$20 BILLION Portfolio Manager Exposes HUGE Macro Trends | Macro Alf  @WhiteBoardFinance
Uploaded April 2022 | Updated September 2026, 9 hours ago
Today's guest is Alfonso Peccatiello aka Macro Alf who has over 106,000 followers on Twitter.

He is the author of The Macro Compass a free newsletter delivering financial education, macro insights & investment ideas. Alf was also the former head of a $20 billion investment portfolio.

In this conversation, we discuss:

1. Why understanding the bond market is paramount
2. How demographics affect financial policy and economic output
3. The layers of the financial system (bonds, credit, equities)
4. Central Bank Digital Currencies

You can learn more about Alf here:

Twitter: @MacroAlf
The Macro Compass: themacrocompass.substack.com

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This podcast allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every episode that I make. I also believe in complete transparency and open communication with my audience.

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$20 BILLION Portfolio Manager Exposes HUGE Macro Trends | Macro Alf

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