How Money Is Changing w/ Alfonso Peccatiello (TIP495)
发布时间 2022-11-18 07:45:02 来源
摘要
On today’s episode we welcome back Alfonso Peccatiello. Alf is the former head of a $20 bn Investment Portfolio and now author of The Macro Compass, which is an awesome free newsletter. Alf and Preston discussed some major macro topics back in august on episode BTC 089 and Alf made some very accurate predictions, so we had to bring him back. So be sure to check that out as well.
I really enjoyed getting into the weeds on some of these very technical topics like interest rate swaps, TLTRO loans, pricing in inflation and other tools and metrics Alf uses.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:53 - Why Banks are at serious risk of losing deposits
00:08:27 - Why the ECB is changing their tune on monetary policy
00:16:44 - The recent Fed meeting
00:36:42 - The underlying risk with pension funds using interest rate swaps
00:52:25 - Expectations for the current yield curve inversion
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🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/the-changing-composition-of-money-w-alfonso-peccatiello/
▶️ EPISODES MENTIONED:
- (BTC089) European Fragmentation Policy & Mounting Global Pressures w/ Alf Pecca: https://www.theinvestorspodcast.com/bitcoin-fundamentals/european-fragmentation-policy-alf-pecca/
💡 OTHER RESOURCES
- Connect w/ Alf: https://twitter.com/MacroAlf
- The Macro Compass Newsletter: https://themacrocompass.substack.com/
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF
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WHO I AM:
I’m Trey Lockerbie and host of We Study Billionaires🎙. I used to study options trading but pivoted to value investing 💵 after a life-altering dinner with Warren Buffet. Back in the day I was traveling around the world as a musician, but I’ve now settled in Los Angeles with my wife and two children. Together with my wife I started Better Booch 🥃 - a nationally distributed Kombucha company.
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