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b"Today\\u2019s guest today is Alfonso Peccatiello but you may know him as Alf! He\\u2019s the Founder & CEO of The Macro Compass, which provides financial education, macro insights and actionable investment ideas.\\nIn today\\u2019s episode, Alf gives a masterclass on the bond market. He talks about Dr. Yield Curve and how yield curve inversions are related to recessions. He also talks about where he sees opportunity in the global equity markets, specifically emerging markets.\\xa0\\nAs we wind down, Alf shares some hot takes that most of his peers would disagree with, and you don\\u2019t want to miss what he says.\\xa0\\xa0\\n-----\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n-----\\nSponsor: AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb\\nSponsor: Today\\u2019s episode is sponsored by\\xa0The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\\u2019s largest institutions, funds, and money managers. Subscribe for free\\xa0here.\\nFollow The Idea Farm:\\xa0Twitter\\xa0|\\xa0LinkedIn\\xa0|\\xa0Instagram\\xa0|\\xa0Tik Tok\\n-----\\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\\n-----\\nPast guests include\\xa0Ed Thorp,\\xa0Richard Thaler,\\xa0Jeremy Grantham,\\xa0Joel Greenblatt,\\xa0Campbell Harvey,\\xa0Ivy Zelman,\\xa0Kathryn Kaminski,\\xa0Jason Calacanis,\\xa0Whitney Baker,\\xa0Aswath Damodaran,\\xa0Howard Marks,\\xa0Tom Barton, and many more.\\xa0\\n-----\\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\\xa0here!\\xa0\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"