Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast we discuss: 

• Western debt crisis 
• Monopolisation and rising inequality 
• Demographic problems 
• Four ways to solve the debt problems 
• Rethinking President Trump policies as debt reduction 
• Investors are all long the same assets 
• Inflation persistence 
• Which markets to avoid 
• UK problems, Euro-area opportunities 
• US economic resilience 

 You can follow Alberto’s work here. Follow him on Twitter here. 

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