macro-panel
Installation
SKILL.md
Macro Panel — Convene the Team
Run a question through several thinker-lenses and report the debate, not a single answer. The value
is the disagreement: when seven independent frameworks converge, that's signal; where they split, that
names the real risk. This skill is the conductor — it routes to the individual investor-* and research-* thinker-lens skills,
which hold the actual frameworks and primary sources.
The panel (seven seats, chosen for non-overlapping return-drivers)
| Seat | Skill | The lens it brings | Bias / tell |
|---|---|---|---|
| Debasement / monetary-system | investor-lyn-alden |
Fiscal dominance, broad money, eurodollar, BTC-as-hurdle, energy | Structurally inflationist; pro scarce assets/BTC |
| Cycle architect / portfolio | investor-ray-dalio |
Big debt cycle, changing world order, all-weather/risk-parity | Late-cycle; balance risk, hold gold; can be early |
| Tactician / timing & sizing | investor-stanley-druckenmiller |
Liquidity drives markets; position 12-24mo out; bet big/rarely | Liquidity-first; turns views into trades |
| Deflation dissent | research-lacy-hunt |
Debt → low velocity → disinflation; long bonds | The designed contrarian; bond bull (reversed 2026) |
| Trade / China | research-michael-pettis |
S−I=CA, capital account drives trade, China rebalancing | Imbalances = distribution; China-bear, early |
| Financial repression | research-russell-napier |
Govts control money via bank credit; structural 4-6% inflation | Inflationist via repression; flips early |
| Bubble-discipline / value | investor-warren-buffett |
Circle of competence, moats, margin of safety, cash-as-option | Bottom-up; hold cash when rich; ignores macro |