Alfonso Pecatiello
Founder of The Macro Compass and Palinuro Capital, former senior portfolio manager at ING with expertise in global macro trading, monetary systems, and money-creation frameworks for investing.
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Feb 19, 2026 • 1h 6min
What Druckenmiller Style Investing Gets Wrong - Alfonso Pecatiello on Edge in Macro Trading
Alfonso Pecatiello, founder of The Macro Compass and Palinuro Capital and former senior PM at ING, unpacks money-creation frameworks and a macro trading edge. He contrasts central bank reserves with real-economy money, explains why bank lending and fiscal deficits matter, and discusses risk-sizing, avoiding hidden correlations, and the brutal realities of launching a macro hedge fund.
