Episode description

Alfonso Peccatiello joins us for a compelling discussion on today’s challenging macroeconomic environment. Alongside my co-host Cem Karsan, we explore the impacts of massive debts, weak public sector balance sheets, and rising wealth inequality. We delve into how polarized electorates and global economic fragmentation are reshaping policies, discussing the economic implications of new tariffs, a weaker Dollar, and the prospects for Gold and Bitcoin. Alfonso shares his insights on rising interest rates and inflation, emphasizing the crucial role of central bank policies in shaping market dynamics. We also touch upon the potential impacts of geopolitical tensions and speculate on the effects of possible future scenarios, like a Trump presidency, on the global economy.

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Episode TimeStamps:

01:45 - The impact of rising rates and inflation on the global economy

10:29 - Inflation expectations and the Trump trade

18:38 - What kind of inflation are we dealing with now?

27:10 - What caused a change in MacroAlf's view on inflation

34:16 - It's all about getting the distribution right

46:26 - Alf's perspective on the U.S. Election

51:20 - What will a win for Trump mean for the global economy?

55:38 - Could the U.S. lose their AAA rating?

01:02:31 - A "Golden" idea

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