
Alf joins us again for another round of macro - and he shares what it takes to build a trading process, his thoughts on where opportuntieis lie, where we may be in the economic cycle and the risks associated with the hiking cycle.
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Episode 15- Bonds, bonds and bonds!

243|Understanding the China Problem ft. Mirza Baig with Srivatsan Prakash

242|Ex-GS Partner on the Energy Transition ft. Arjun Murti with Srivatsan Prakash

240|What I Learnt at Bridgewater and the State of Alternative Investments ft. Bob Elliott with Srivatsan Prakash
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