It’s my pleasure to share my interview with Macro Strategist Alfonso Peccatiello, Founder & CEO of The Macro Compass, a disruptive investment strategy firm offering financial education, unique macroeconomic insights, and actionable investment strategy.

We ‘bring it’ on…

- The complexities of inflation, is it money printing, rising wages, supply and demand within a market infrastructure etc.?
- My hot take and his opinion (it’s startling) if you are the world’s reserve currency borrowing is not ‘much’ of a problem… meaning the deficit is overblown…
- In macro, is money made by successfully deviating from consensus? Where is consensus now wrong?
- His definition of a contrarian is…
- Is the U.S. dollar Hegemony falling apart? Not so fast!
- True inflation for the super rich is…
- What is an inflation hedge?
- Why is the commodity Cocoa doing so well?
- Gold. Gold Miners. Central Banks!
- Bitcoin, what % to allocate in Spot ETFs?
- Will the ‘formula’ for GDP be rewritten?
- AI and the impact of inevitable UBI?
- Prediction on the price of oil end of 2024
- Russia and a demilitarized NATO
- His call on 2nd half winners in 2024, gold, oil, the dollar?
- What's the main thing he wished he'd known when he started that he know nows?
- Advice for college kids wanting to get into finance
- His take on the U.S. 2024 Presidential Election!