Blockworks Podcast: My Macro Framework and Views
Generating Alpha In Macro
Hello everyone,
I am excited to announce that I did my first podcast on Blockworks explaining my macro framework and views for where we are in the cycle:
Since I explained a lot of the trades and views in this, I decided to take the paywall off the comprehensive macro report I wrote several weeks ago. This was where I laid out my view on equities and interest rates. This was incredibly relevant at the time of publication because equities were at lows. I will be writing an updated report for Paid Subscribers in the coming weeks. (You can reference this article as well on the equity long: Link)
My view on Bitcoin remains the same and I published an entire Twitter thread that can be found here: Link
If you want to learn more about my framework or see the educational articles, here are the main ones I would reference you to:
Educational Primers on all aspects of macro: Link
How to generate exceptional returns in markets and life podcast: Link
I want to take a moment to personally thank Felix and Blockworks for having me on the podcast, I would encourage you to follow their work and newsletter:
Follow Felix here: Link (a really bright guy and an exceptional thinker)
On The Margin Newsletter: Link
Enjoy!
Great episode, I hope you’ll do more podcasts like this