GM DOers!
Wondering where we are in the business cycle right now? ๐ค
Letโs talk about where markets are going next.
Sticky inflation? Hyperinflation? Recession? Bank Crisis? ๐ฑ
WTF is going on?!
In Part 1 of this macro masterclass, we laid the groundwork for macro investing and gave you a glimpse of the business cycle. We shared why the business cycle is important to understand the trends of technological adoption and the flow of capital into crypto and web3.
Now, it's time โฐ to take a deeper dive into the macro environment, exploring how it has transformed since the COVID-19 pandemic struck in 2020 and what we might expect in the future.
But first, let's discuss an essential lesson in macro that we didn't touch on in Part 1. ๐
Peering Into the Future: A Macro Investor's Crystal Ball ๐ฎ
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- โข Full access to the Milk Road Portfolio & weekly updates to see what weโre actively investing in
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