Macro and Anti-Macro course is live
Plus some interesting endorsements
Dear subscribers,
About two months ago I announced I was starting a 5-day course on macro that has a goal of teaching people how to think like an economist - and when they shouldn’t.
That course is now live and accepting applications. Check it out:
This is a cohort-based course ran on the Maven platform. What does that mean?
A cohort-based course implies continuous learning and communication with people who are in the cohort, even after the course ends, where we all follow markets and adapt our positioning. We’ll have our own Slack chat room (in addition to Maven’s platform) for discussing all things macro and markets over the months and years to come. You’re joining a community and you’re welcome to stay for as long as you wish!
Who is it for?
Beginner or intermediate investor with basic or little prior knowledge in macro who just wants to close a few gaps
You earned some money but you're worried about inflation/recession and looking how to position
Industry professional trying to understand macro impact on portfolio performance
What’s the schedule?
July 1st - module 1: basic macro models
July 4th - module 2: international finance & dynamics
July 6th - module 3: BS macro - everything wrong with macro
July 8th - module 4: more macro gone wrong
July 11th - module 5: applying the knowledge
July 13th - graduation day and final presentations (each participant presents their own overview of the economy in 6 to 12 months time using the framework we learn)
Every date the course starts at 7pm CET (1pm EST) and ends at 9pm CET (3pm EST)
If you can’t make the first cohort (which, btw, is selling at a discount at $750), I will run the next one in October, and plan to do these 2-3 times per year.
See the full syllabus on the course website.
Applications close on Friday, July 1st, which is also when the first module starts.
Join us:
Endorsements
You might have noticed I added the recommended section on our newsletter (check the homepage). I added three excellent macro-themed newsletters - Macro Compas, Mr Blonde’s Stuck in the Middle (kudos for the Reservoir Dogs reference!) and Kyla’s Newsletter. Then there is a STEM education newsletter run by one of Oraclum’s co-founders, astrophysicist Dejan Vinkovic, PhD (target are parents and educators who want to engage their kids with science in a fun and educational way).
Finally, there is the Green Goose Trader, run by an experienced trader Michael Kuhns (much more experienced than myself) and excellent in uncovering weekly market signals and actionable trading alerts (very complimentary to our own predictions approach actually). What I like about this one is the no-BS approach, in addition to high transparency - reporting losses as well as wins. Make sure to check it out!
In the mean time on Twitter, I got a little endorsement of my own :)
The Niall Ferguson recommended my new thread, a critique of Ray Dalio’s theory focusing on the long-run determinants of why nations fail and succeed. Check it out:
Thanks for reading, and don’t forget to share and subscribe!