We’re back with Episode 3 of the Prometheus Podcast! This recording is one of many podcasts to come, which will cover far-ranging topics in macro, markets, and investing. As always, our objective is to bring you thoughtful and actionable insights, and our conversations will always aim to be so.
Today, we have a formidable guest- Mr. Blonde. Mr. Blonde is an independent macro strategist who chooses to remain anonymous. With significant experience on both the buy-side & sell-side- his equity-centric research is timely, precise, and pragmatic. This year, he’s done an excellent job expecting the bear market in stocks & the ensuing bear market rally. In a wide-ranging discussion, our Founder, Aahan Menon, helps Mr. Blonde take you through a masterclass in macro-equity investing. This is a must-listen for anyone investing or trading equities in an active fashion. Enjoy!
Find the show notes below:
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(00:00 – 37:30) Equity Mechanics: The Profits Cycle, A Data-Driven Approach, Leading Indicators, Market Internals, Dynamic Valuations.
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(37:30-58:00) Current Landscape: Pulled-Forward Spending, Inflation Dynamics, Profits & Equities During Inflation, Sector Divergences During Inflation.
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(58:00 – 1:09:00) Positioning: Staying Defensive, Long-Short Sector Opportunities, High-Quality Compounders.
Make sure to check out his Substack: Click here.
For more “high-frequency” insights like these, follow both @prometheusmacro & @MrBlonde_macro on Twitter.
If you enjoyed this episode, make sure to let us know in the comments below. Finally, if you haven’t already, don’t forget to subscribe!

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The significance of skilled medical oversight cannot be overstated when using Dianabol.
Correct monitoring helps optimize outcomes whereas minimizing well being risks.
This is as a end result of it is rumored that he has a strict
workout routine and food plan to hold up his extremely match figure.
To obtain one of the best results, it is often combined with different bulking steroids similar to Dianabol or Anadrol.
Nevertheless, we have had some bodybuilders use Dianabol during cutting cycles to assist them
keep energy and muscle measurement when in a calorie deficit.
Chris was identified to have used anabolic steroids, together with his physique containing 10 occasions
extra testosterone than the normal stage at the scene of the crime
(30). Nevertheless, other theories recommend brain harm or
excessive alcohol consumption could have also contributed to this tragedy.
Pimples is a typical aspect impact that approximately 50%
of bodybuilders expertise because of utilizing anabolic
steroids (25). Gynecomastia happens when a man’s hormones turn into imbalanced and estrogen ranges (the female intercourse hormone) rise excessively.
This is comparatively widespread in AAS (anabolic-androgenic steroids)
use, notably Dianabol, due to its estrogenic nature.
We have had success utilizing Proviron as a post-cycle remedy also, with research displaying it to increase sperm
count and fertility (42), which is dissimilar to other anabolic steroids.
Trenbolone isn’t C-17 alpha-alkylated, so it’s not thought of a hepatotoxic steroid
in average doses, unlike Dianabol. Thus, if users are anxious
about liver injury, trenbolone is the much less deleterious possibility.
Dianabol and trenbolone are two contrasting compounds,
but each are used throughout bulking cycles due to their anabolism.
Steroids also can help to reduce physique fats and improve athletic efficiency.
We haven’t experienced trenbolone inflicting weight acquire like Dianabol, as it does not improve water retention. Studies have
proven that testosterone allows customers to construct important amounts of lean muscle
(1) whereas concurrently reducing subcutaneous fat stores.
We have discovered 15–20 pounds of weight achieve to be common in novices
throughout their first cycle.
A Quantity Of medicine can be taken following Dianabol cycles to help restore pure testosterone production. The following is
an aggressive PCT protocol designed by Dr.
Michael Scally, a leading expert in hormone substitute. This was used in a scientific setting on 19 males, in which 100% of them recovered their natural testosterone manufacturing forty five days after taking steroids.
In general, 37% of steroid customers will experience some form of gynecomastia (11).
When testosterone increases, low-density lipoprotein (LDL) levels of cholesterol additionally increase.
LDL is the negative kind of ldl cholesterol that can clog arteries when high, resulting in a spike in blood stress.
Moreover, you will need to contemplate the potential
adverse health impacts of anabolic steroids. Despite improvements in body composition, there could be underlying cardiac or hepatic
injury occurring that we regularly detect. However, if the particular person overeats after this time, they might
regain fat mass. As A Outcome Of Dianabol suppresses testosterone
production, post-cycle therapy is crucial.
Common health assessments may help determine any early signs of antagonistic results, permitting customers
to make adjustments as needed for safer usage.
Due to its androgenic properties, Dianabol could cause
zits, oily skin, and hair loss, especially in individuals with a genetic predisposition to male pattern baldness.
These side effects differ relying on the user’s sensitivity to androgens, and
managing them requires cautious monitoring
and dose control. In order to prevent this from becoming everlasting, you need to limit
the length of your cycles to no more than eight weeks, adopted by an analogous period
of time when you are off the steroid. This will permit your pure hormone manufacturing to come back back up to normal ranges.
Another optimistic effect that you should expertise during your first cycle
is that you’ll expertise a higher blood flow to the working muscle along with extra muscle water retention. This will help you to realize
a greater pump while you are understanding.
To keep away from such resistance, antibiotics ought
to comprise benzoyl peroxide, which is ready to additional reduce inflammation. Jay Cutler proves that not everybody who takes steroids
for years goes bald. Dianabol slightly will increase ranges of the
major androgen in males, DHT (dihydrotestosterone).
This happens through the 5-AR (5-alpha-reductase) enzyme, which is responsible for changing testosterone into DHT.
SERMs are medicines that intrude with estrogen receptors through the hypothalamus within the mind, reducing the production of the
feminine intercourse hormone and thus increasing
testosterone. To combat hepatotoxicity, our sufferers frequently
take liver help dietary supplements, such as milk thistle (Silybum marianum).
This is because a lot of the weight is because of the water retention properties of Dianabol.
What this means is that after a cycle, the burden gained could be misplaced easily.
To avoid this, it is advisable to use Dianabol with different steroids that have an extended
lasting impact. They use it with different steroids that it enjoys a synergy
with in order that the load gained wouldn’t be lost easily.
Thus, that is basically a chopping cycle that
can produce potent fat-burning and moderate lean muscle positive aspects.