Alpha Report: Podcast Breakdown
How the tensions of the macro regime were laid out in the alpha report
The most recent alpha report has laid out all of the main views for assets and HOW things are likely to develop as we move into the next month:
Alpha Report: Macro Inflection In Interest Rates
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Since the 1980s, there has been a structural downtrend in interest rates. This has quite literally shaped the entire financial industry on an international basis.
Macro Podcast:
A podcast breakdown of this report was recorded where I further explained the logic for WHY things are taking place and HOW to respond:
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