The Macro Compass

Anyone using this service?

Unfortunately only in a podcast version, but the charts I saw somewhere were pretty convincing, macro-wise.

I’ve listened to macro podcasts before. It’s intellectually interesting for sure, but never actionable. Which is why I stopped. Too much fortune telling and speculation.

Often it is very obvious stuff and when he goes into details it is sometimes completely wrong. So, I am not tempted to pay for more of it…