On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "On The Art Of Macro Portfolio Construction". Many investors have a macro thesis, but how can you translate that into an actionable portfolio? Alfonso breaks down how he approaches portfolio construction by walking through his macro compass model and how these 4 quadrants can influence asset allocation for different periods of the business cycle. --  Follow Alfonso: https://twitter.com/MacroAlf  Follow Blockworks: https://twitter.com/Blockworks_  Subscribe To The Macro Compass: https://themacrocompass.substack.com/  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Read On The Art Of Macro Portfolio Construction: https://themacrocompass.substack.com/p/macro-portfolio-construction#details  -- Timestamps: (00:00) Introduction  (02:21) The Macro Compass Model (06:03) CAD/JPY (09:06) Structuring A Portfolio With Limited Correlations (12:33) Final Thoughts --  Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.