Alfonso Peccatiello, Founder of The Macro Compass, discusses the fragilities in the economy that will eventually lead to "breakage".

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*This video was recorded on May 8, 2024

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0:00 - Intro
1:45 - Hedge fund strategy
2:24 - Fragilities
4:18 - Debt servicing costs
7:00 - Private debt
9:30 - Disinflation
12:25 - Gold vs currencies
15:05 - Investment implications
18:30 - How many Fed cuts this year
19:30 - Global growth