Market Rotation Over, Time to Buy This? | Macro Alf

1 year ago
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Is the MARKET ROTATION OVER and is it time to buy this most hated asset? I've been talking a lot about the market rotation, meaning the money is moving from one sector of the market into other sectors. But now this rotation seems like it could be over or is it just a slight correction?

Also, one of the most hated assets: Bonds. For the first time ever, we've seen stocks and bonds falling at the same time, but is it time to think about buying bonds again?

These are some of the topics that I'm discussing with today's guest Macro Alf (@MacroAlf). He ran a $20 billion portfolio and now he is here to speak with us about:

🔥Central banks Not printing money,
🔥The double whammy that we're dealing with from the central banks
🔥The price of money and how the central banks affect everything
🔥Bonds and BOMBS
🔥Big problems in the economy with the Asian DXY
🔥Japanese bonds and European bonds.
🔥Energy, what's happening with the Ukraine crisis?
🔥Is Europe going to disintegrate? and will the United States have to bail them out?

And so many other topics.

Twitter: @MacroAlf
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