Thoughts on Macro Alf setting up his own hedge fund?
Came across it before then he was mentioned in eFinancialCareers.
Seems like he used to work at ING in rates / macro managing $20bn or so.
Went from finance content creation pretty much to managing around $100m
Despite his way of approaching markets and investments is not my way, hats off to him!
He clearly did super well in his consultancy / media role to be able to raise 100m.
The pitch book didn’t catch my interest sooo much, but again, prob because I have a different way of approaching and doing investments.
Big congrats to him!
It seems like he knew he was getting fired from ING and pivoted to content creation towards the end. No one would move from a real PM seat to do what he does. Then, he got lucky and attracted the attention of enough people to give him a second chance.
As someone who operates in the same space as him, his public content is not impressive (never paid for anything from him, so don’t know about the rest).
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