Alfonso Peccatiello is the founder and CEO of The Macro Compass, an investment strategy firm whose mission is to democratise professional macro analysis, tools and portfolio strategy.
"It's not about what we want central bankers to do," says Peccatiello. "When it comes to investments, it is about [knowing] what they will do so that we can position and manage the portfolio accordingly."
In the latest episode of Opto Sessions, he provided his financial forecast for 2023, with hints at a potential looming recession.
Peccatiello gave his forecast grounding in his firm's quantitative analysis and provided a backdrop to help listeners understand the macroeconomic climate.
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Thanks to Cofruition for consulting on and producing the podcast.
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