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Hello, welcome to the Real Vision Daily Briefing.

It's December 6, 2021.

I'm Maggie Lake and here with me today is Alfonso Bucketiello,

former head of a $20 billion investment portfolio and author of the macro compass newsletter on Substack.

Alfonso, welcome back.

Is it old now to say that Alfonso is back?

I don't care.

No, it's not. That's the banner of the day.

Alfonso and I actually spoke earlier on Real Vision.

Some of you may have had a chance to catch up on that.

We took a big picture look at the macro environment and how to position your portfolio as we head into 2022.

We had so much to cover, he was kind enough to come back and join us for the Daily Briefing today.

We're going to pull the timeframe in I think just a little bit now and talk about maybe navigating these markets right now.

So once again, feel free to drop your questions in the chat and we will get to as many as we can.

And it's a great day to be talking out today.

...