Today's guest is Alfonso Peccatiello aka Macro Alf who has over 106,000 followers on Twitter.<br /><br />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.<br /><br />In this conversation, we discuss:<br /><br />1. Why understanding the bond market is paramount<br />2. How demographics affect financial policy and economic output<br />3. The layers of the financial system (bonds, credit, equities)<br />4. Central Bank Digital Currencies<br /><br />You can learn more about Alf here:<br /><br />Twitter: @MacroAlf<br />The Macro Compass: https://themacrocompass.substack.com/
