Latest / Macro Hive Conversations With Bilal Hafeez
Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.