Episode description
If you liked last week’s Global Macro conversation with Cem Karsan you are going to LOVE this epic Macro debate as he and Alfonso Peccatiello, aka MacroAlf, go head to head on the most pressing topics of our time. From inflation and interest rates to De-Dollarization, China, Geo-Politics, Oil, Gold, and more, these two brilliant macro thinkers challenge each other's perspectives in a thought-provoking and engaging conversation. Despite their differences, they also find some common ground. Don't miss this electrifying episode!
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Episode TimeStamps:
02:37 - The big macro picture
04:37 - Inflation from a historical perspective
14:22 - Cycles and trends - how are they different?
18:23 - A sticky situation
21:53 - A wealth of trades?
26:58 - A secular reality
29:17 - The banking situation
35:16 - A build-up effect
38:58 - Buying Puts - A way to lose money?
41:02 - Cyclical vs Secular effects
46:38 - Inflationary pressure in Japan
54:45 - De-Dollarization and changes on the global stage
01:08:14 - The advantage of commodities
01:13:41 - Where is the world heading?
01:17:57 - Final thoughts
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