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Podcast: Market Depth
Episode: The Art Of Macro Portfolio Construction | Alfonso Peccatiello
Description: On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "On The Art Of Macro Portfolio Construction".Many investors have a macro thesis, but how can you translate that into an actionable portfolio? Alfonso breaks down how he approaches portfolio construction by walking through his macro compass model and how these 4 quadrants can influence asset allocation for different periods of the business cycle.-- Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To...