Episode 3: Mr. Blonde

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:

  • (00:00 – 37:30) Equity Mechanics: The Profits Cycle, A Data-Driven Approach, Leading Indicators, Market Internals, Dynamic Valuations.

  • (37:30-58:00) Current Landscape: Pulled-Forward Spending, Inflation Dynamics, Profits & Equities During Inflation, Sector Divergences During Inflation.

  • (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!

4 thoughts on “Episode 3: Mr. Blonde”

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    Pimples is a typical aspect impact that approximately 50%
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    Dianabol and trenbolone are two contrasting compounds,
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    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
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    In general, 37% of steroid customers will experience some form of gynecomastia (11).
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    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
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    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).
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    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
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    can produce potent fat-burning and moderate lean muscle positive aspects.

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