Macro Podcast: Macro Alpha Primer
Expanding on credit risk and duration risk
Hello everyone,
I published the first Macro Alpha Primer here:
Macro Alpha Primer: Credit Risk and Duration Risk
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We are going to embark on another round of educational primers for the Substack. I have already written the foundational primers on macro and each major asset class which have function as a resource for everyone:
I recorded a macro podcast expanding on these ideas more and sharing my thoughts on how to pull everything together:
Here are all the educational articles in one place:
Also, here are the links to my analysis of Bitcoin:
And here is a Pepe for the culture. Fortune favors the brave
Great content as usual. Could the videos have the transcript for those of us who have trouble with audio format if not much extra work. Would also be useful for quick future reference. Cheers!