29 min listen
Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
ratings:
Length:
54 minutes
Released:
Feb 4, 2022
Format:
Podcast episode
Description
Alfonso Peccatiello (Alf) is the author of The Macro Compass, a financial newsletter providing educational macroeconomic insights & actionable investment ideas. Previously, he was the head of a $20 bn Investment Portfolio for a large European bank. In this podcast we discuss: How money is created, where the credit cycle is right now, why the European growth cycle looks better than the US, and ECB hikes. On trades, Alf discussed long EUR/USD and long NASDAQ/short Russell trades and how asset swap trades work. We also talked about Draghi and Italian risks, China’s credit cycle turn, and long China real estate trade. Finally, Alf revealed his favourite trade - US 2s10s flatteners, and the books that influenced him the most: Pragmatic Capitalism (Roche), Inside the House of Money (Drobny) and The Holy Grail of Macroeconomics (Koo).
Released:
Feb 4, 2022
Format:
Podcast episode
Titles in the series (100)
George Goncalves On Whether The Fed Can Save Markets: With the country in lockdown, we’ve decided to launch a podcast show to better reach our audience. In our inaugural episode, I speak to George Goncalves about the recent volatility in markets, what’s going in dollar cash markets, what the Fed can... by Macro Hive Conversations With Bilal Hafeez