54 min listen
Future Trouble in Macro? Liquidity Traps and a Slowing Global Credit Impulse
Future Trouble in Macro? Liquidity Traps and a Slowing Global Credit Impulse
ratings:
Length:
66 minutes
Released:
Jul 25, 2021
Format:
Podcast episode
Description
The Interview: Could a slowdown in credit creation and a tightening of monetary conditions push bond yields lower and threaten risk assets? Alfonso Peccatiello, fixed income investor and publisher of the Macro Compass, believes that’s possible. Peccatiello contends that inflation is indeed transitory, and, disagreeing with the "bond vigilantes," he argues that cash, bonds, and volatility protection will perform better in this environment than high-beta assets such as commodities and bank stocks. Interviewed by Real Vision’s Jack Farley on July 2, 2021. Peccatiello's blog, The Macro Compass, can be found here: https://themacrocompass.substack.com/.
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Released:
Jul 25, 2021
Format:
Podcast episode
Titles in the series (100)
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