Latest

Macro
Episodes

Macro
October 3, 2022
36
 MIN

Macro is complicated, but I always enjoy talking to macro thinkers like Peter to help provide a bit more clarity.

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Macro
September 19, 2022
41
 MIN

Lakshman Achuthan of Economic Cycle Research Institute (ECRI) on where we are in the current Business and Economic Cycles and what that could mean for your asset allocation.

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Macro
September 5, 2022
50
 MIN

We’re in pretty unprecedented times and central bankers’ actions and our current monetary regime have backed us into a pretty curious situation.

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Macro
August 22, 2022
64
 MIN

Art Berman goes into detail on the oil and energy market. What’s going on and where it could be going.

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Macro
May 30, 2022
51
 MIN

Collectibles, Crypto, Wine / Whiskey, Art, Sneakers, Music Rights... There’s a lot of capital sloshing around these alternatives and I just love digging into them - and this conversation with Wyatt does just that.

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Macro
February 7, 2022
47
 MIN

If you’re interested in alternative investments, you’ve likely been frustrated that they’re hard to own in a retirement account. Maybe this led you to a self-directed IRA.

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Macro
January 31, 2022
66
 MIN

In this episode, we discuss financial Independence, Taking control of you money and questioning the financial norms.

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Macro
September 6, 2021
62
 MIN

Today, I'm talking to Matt about Index Universal Life Insurance which is a type of Cash Value Life Insurance. Life insurance as an asset class and as part of your investment strategy.

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Macro
August 2, 2021
86
 MIN

In this episode, Lynette goes over the history of Gold as a currency and how we ended up in a Fiat Monetary system.

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Macro
June 21, 2021
49
 MIN

The Macro outlook is a fun one to cover. Equity markets, US Dollar, Monetary & Fiscal Policies, Precious Metals… There’s a lot to unpack.

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Macro
June 14, 2021
65
 MIN

In this conversation we talk about Financial Markets and some key drivers including Inflation, Interest Rates and demographic shifts. We go into detail on Portfolio Allocation and some great ways to position your investments over the next few years.

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Macro
May 17, 2021
60
 MIN

George Goncalves on Macro Outlook

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Macro
May 10, 2021
60
 MIN

In this interview, we cover all things Gold. Macro-economic backdrop and why it’s important for gold investors, Drivers for its price, USD as a global reserve currency and possible bearish scenarios for Gold outlook over the next 10 years.

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Macro
May 3, 2021
61
 MIN

In this episode, we talk about the Australian & New Zealand Economies, the local investment mindset, and the overall financial markets there.

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Macro
April 26, 2021
59
 MIN

We discuss where we are in the economic cycle, some mistakes that those using models to predict where were going, and where he thinks we could be going – based off the leading indicators and what he’s seeing.

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Macro
April 19, 2021
52
 MIN

In this episode with Chris Blasi we go into Macro Outlook for Precious Metals, and more detail on why investors might want to take a look at Platinum and Palladium.

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Macro
April 12, 2021
65
 MIN

We talk about what investments can be made now to profit from the inevitable shift of more space presence in our lives.

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Macro
April 5, 2021
36
 MIN

Every time Jim talks, he gives SO MUCH knowledge on how to think through markets with all their moving pieces.

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Macro
March 22, 2021
58
 MIN

What are the advantages / disadvantages and pitfalls you should look out for when investing in Physical gold? You won’t want to miss this conversation on all things investing in physical gold with Mark Yaxley.

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Macro
February 22, 2021
65
 MIN

In this conversation we discuss many things inflation, including: why Ronnie believes it’s coming, what to watch out for, and how to adjust your asset allocation appropriately..

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Macro
February 15, 2021
68
 MIN

In this conversation I sit down with Chris MacIntosh, managing partner at Glenorchy Capital, and author at capitalistexploits.at and have a wide-ranging conversation on how to position your investment portfolio.

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Macro
January 25, 2021
62
 MIN

Vik talks about his experience with Angel investing and how to get involved with Angel Investing Syndicates – his favorite way of investing in startups.

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Macro
January 18, 2021
43
 MIN

In this conversation we discuss his macro outlook for financial investments and go into detail on topics such as Quantitative Easing, Gold, US Equities, Real Estate and more.

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Macro
January 11, 2021
51
 MIN

You won’t want to miss this episode with Peter Boockvar on all things Flation and what it could mean for your portfolio.

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Macro
January 7, 2021
27
 MIN

There are over 20 episodes now live of the Alt Asset Allocation Podcast.

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Macro
January 6, 2021
56
 MIN

We cover each of the 7 flags of the Flag Theory and also cover some updates on what’s happening in China and DeFi.

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Macro
December 16, 2020
54
 MIN

Make sure you don’t miss this episode with Mark Dissen, Founder of WayFarer Accounting which is specialized in helping expatriates and digital nomads with their taxes.

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Macro
November 23, 2020
59
 MIN

Have you thought about raising capital for your company? Don’t miss this episode with Patrick Henry, CEO & founder of GroGuru.

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Macro
November 16, 2020
49
 MIN

We talk about the growing wealth gap, the “boomer CPI” figure and it’s associated inflation – a fascinating discussion on where we are now and what the world might look like in the not-so-distant future.

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Macro
November 2, 2020
73
 MIN

Art and I discuss why investors should pay attention to oil and ultimately where oil prices are headed in the future.

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Macro
October 12, 2020
66
 MIN

In this episode, we go over all things Macro including: Outlook for US & Emerging Equities, The US Dollar, Inflation, Gold, Commodities = we cover a LOT and go into detail on the forces at work driving each of them.

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Macro
August 31, 2020
51
 MIN

Really enjoyed this conversation about Cadence and the Private Credit offerings on their platform. Private Credit is a catch all for alternative assets – not including real estate – including things like: Small Business Lending, Consumer Loans, Factor receivables

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Macro
August 24, 2020
59
 MIN

We talk about investing in private service businesses – how to find deal flow, valuations and multiples, and then how to “systematize and grow” once you’ve purchased them – then exit strategy for Kingmakers as a business.

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Macro
August 15, 2020
50
 MIN

I think you’re really going to enjoy this wide-ranging conversation about financial markets. Enjoy!

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Macro
August 11, 2020
62
 MIN

This conversation goes deep into Startup Investing, and more specifically about the different types of investing in Startups via WeFunder’s great platform. Enjoy!

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Macro
August 9, 2020
2
 MIN

The Alt Asset Allocation Podcast is where you’ll learn more about unique alternative investment opportunities. These were once only reserved for the ultra rich, and they are becoming available to everyday people.

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