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תוכן מסופק על ידי Stig Brodersen and The Investor's Podcast Network. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Stig Brodersen and The Investor's Podcast Network או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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MI271: The Long Term Debt Cycle & De-Dollarization “Fairytale” Explained w/ Alfonso Peccatiello

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Manage episode 362812115 series 2539397
תוכן מסופק על ידי Stig Brodersen and The Investor's Podcast Network. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Stig Brodersen and The Investor's Podcast Network או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Rebecca Hotsko and Alfonso Peccatiello discuss the current market outlook, including the driving force behind the market rally, its sustainability, Alfonso’s prediction of a 0% rate cut by the Fed in 2024, and a whole lot more!

Alfonso Peccatiello is former Head of a $20 billion Investment Portfolio and now is the Founder and author of The Macro Compass, which is an investment strategy firm that provides financial education, macro insights and investment ideas.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro.

02:05 - His current market outlook, whether this recent market rally is sustainable or not.

10:43 - Why Alfonso expects the Fed to cut rates to 0% in 2024?

22:07 - How the long-term debt cycle works, what are the key factors that drive it over time?

29:27 - Why Alfonso believes we are in the very late stages of the long term debt cycle?

33:41 - What implications does this has economically, and for the financial markets?

34:02 - Will we see a period of deleveraging similar to 2008 and 1929 in the US?

41:11 - The difference between a period of deleveraging and a recession.

50:22 - His thoughts on the trend of de-dollarization, is a US dollar centric world over and are there any possible alternatives to this dollar central world?

54:49 - The Impacts that an economic downturn and de-leveraging would have on a US dollar based global system.

60:09 - Alfonso’s portfolio strategy and investment take-aways given his outlook.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Connect with Rebecca: Twitter | Instagram

Email: Rebecca@theinvestorspodcast.com

Connect with Alfonso: Website | Twitter

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

683 פרקים

Artwork
iconשתפו
 
Manage episode 362812115 series 2539397
תוכן מסופק על ידי Stig Brodersen and The Investor's Podcast Network. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Stig Brodersen and The Investor's Podcast Network או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Rebecca Hotsko and Alfonso Peccatiello discuss the current market outlook, including the driving force behind the market rally, its sustainability, Alfonso’s prediction of a 0% rate cut by the Fed in 2024, and a whole lot more!

Alfonso Peccatiello is former Head of a $20 billion Investment Portfolio and now is the Founder and author of The Macro Compass, which is an investment strategy firm that provides financial education, macro insights and investment ideas.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro.

02:05 - His current market outlook, whether this recent market rally is sustainable or not.

10:43 - Why Alfonso expects the Fed to cut rates to 0% in 2024?

22:07 - How the long-term debt cycle works, what are the key factors that drive it over time?

29:27 - Why Alfonso believes we are in the very late stages of the long term debt cycle?

33:41 - What implications does this has economically, and for the financial markets?

34:02 - Will we see a period of deleveraging similar to 2008 and 1929 in the US?

41:11 - The difference between a period of deleveraging and a recession.

50:22 - His thoughts on the trend of de-dollarization, is a US dollar centric world over and are there any possible alternatives to this dollar central world?

54:49 - The Impacts that an economic downturn and de-leveraging would have on a US dollar based global system.

60:09 - Alfonso’s portfolio strategy and investment take-aways given his outlook.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Connect with Rebecca: Twitter | Instagram

Email: Rebecca@theinvestorspodcast.com

Connect with Alfonso: Website | Twitter

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

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