Welcome back to The Macro Weekly. Each week, I curate the best investment insights of the past week. Thank you for being a subscriber.
Read
Bob Prince of Bridgewater shares where we are in the tightening cycle and the measures he’s watching to determine if more tightening is needed.
The WSJ’s Grep Ip on how online banking and faster transactions will lead to a slow-motion banking crisis.
Lykeion on the positive correlation between stocks and bonds and why it matters for your portfolio.
FedGuy Joseph Wang on the banking crisis and how domestic deposit flight is much easier to deal with than those of foreign dollar deposits.
MI2 Partners on why the banking crisis will impact the broader economy through less credit creation and why commercial real estate is the next issue facing small and medium banks.
Listen
Economist David Rosenberg joined the Hidden Forces podcast to discuss his path in the investment industry, the lessons he’s learned in his career, and why he’s predicting a recession and deflation this year.
Tiny Fund co-founder Andrew Wilkinson, a self-made billionaire in the mold of Warren Buffett, discusses many fascinating topics on We Study Billionaires.
Watch
Mohamed El-Erian on the banking crisis and its future consequences.
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