04 February 2022 Asset Allocation | Credit | FX | Global

Ep. 98: 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
ECB hikes
Long EUR/USD and long NASDAQ/short Russell trades
How asset swap trades work
Draghi and Italian risks
China’s credit cycle turning
Long China real estate trade
Favourite trade: US 2s10s flatteners
Books that influenced Alf: Pragmatic Capitalism (Roche), Inside the House of Money (Drobny) and The Holy Grail of Macroeconomics (Koo)

You can get Alf’s free newsletter here.

You can read the transcript for this podcast here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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Ep. 98: Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises

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