Podcast Episodes

Run It Cold Now, Run It Hot Later

Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital.I hope you’re having a great day.

Before we start, do you want to be on the distribution list of my macro hedge fund?

Every tw…

Published on 9 hours ago

May The Odds Be Ever In Your Favor

Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital. I hope you're having a great day.

Two quick announcements before we start.

1) I will be in Montreal on Sep 15-16 and NYC on S…

Published on 1 month, 1 week ago

Plumbing Risks Ahead

Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital. I hope you're having a great day.

If you invest in hedge funds or you’re involved in the HF industry: do you want to be on t…

Published on 1 month, 3 weeks ago

Policymaking Protest Assets (PPAs)

Amidst all the noise, markets haven’t had time to digest 5 key macro news:

1) Elon Musk announces formation of ‘’America Party’’

2) Speaker Mike Johnson: "We're gonna have a second reconciliation packa…

Published on 2 months, 3 weeks ago

Null Komma Null

Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital.I hope you're having a great day.

Alongside with running my hedge fund, I work as a consultant and external advisor for some …

Published on 3 months, 2 weeks ago

On The US Downgrade

Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital.I hope you're having a great day.

In January the dream of launching my own macro hedge fund became reality.And I have to than…

Published on 4 months, 2 weeks ago

How The Whales Could Dump More US Dollars

Hear, hear: the US Dollar is going down.

Investors love to attach an ex-post narrative to any price action, and this time the blame was on Trump’s erratic policies, the reduced attractiveness of US a…

Published on 5 months, 1 week ago

The Macro Unicorn

Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital. I hope you're having a great day.

Before we start, do you want to be on the distribution list of my macro hedge fund?

Every t…

Published on 6 months, 1 week ago

Here Are My Top Macro Ideas

Hi everybody, Alf here - welcome back to The Macro Compass!

Before we go into today’s piece, a short announcement.

I advise several institutional investors on a bespoke basis.Clients include Canadian p…

Published on 7 months, 2 weeks ago

Bond Market Rally Next?

Hi everyone, Alf here - welcome back to The Macro Compass!

I am proud to announce that my macro hedge fund Palinuro Capital is live!

Do you want to be updated about the performance and progress of my h…

Published on 8 months ago