Asset Allocation | Credit | FX | Global
Podcast Transcript: Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
- By Bilal Hafeez
This is an edited transcript of our podcast episode with Alfonso Peccatiello (Alf), 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 the podcast we discuss, how money is created, where the credit cycle is right now, ECB hikes, and much more. While we have tried to make the transcript as accurate as possible, if you do notice any errors, let me know by email.
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