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Alfonso Peccatiello: Macro 301 – Behind today's most crucial macroeconomic, market concerns

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Manage episode 350219596 series 3039185
Content provided by Pierre Daillie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pierre Daillie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Alfonso Peccatiello, Founder, CEO, & Macro Strategist at The Macro Compass (https://themacrocompass.com) joins us for an amazing deep dive into what is behind all of today's macro-economic and macro-market considerations and discussions. If you're interested in getting at what is at the heart of today's volatile inflation, interest rate, bond yield, and monetary policy considerations across all regions including Europe and the US, don't miss this conversation.

Alfonso Peccatiello's explanation of what is driving all macro considerations in the sobering monetary policy environment we find ourselves in today, is eye-opening. Macro Alf, (@macroalf on Twitter) as he is otherwise known across the internet, provides an eloquent and lucid view of the bewildering plumbing of the economy and markets.

Alfonso once ran a $20-billion portfolio at ING Bank, and while there, operated in the midst of personal consultations with among many others, all central bankers, central banks, and trading floors across Europe and the UK. He has a deep understanding of global bond markets, and his familiarity with all things macro has bestowed him with a rare gift of being able to explain some of the most complicated topics of the financial system so that anyone can begin to understand how it all works.

His substack and podcast are/were among the most popular finance outlets across the financesphere of the internet.

****************

Where to find Alfonso Peccatiello, The Macro Compass

****************

The Macro Compass

Alfonso Peccatiello on Twitter

Alfonso Peccatiello on Linkedin

The Macro Compass Substack

***************

Where to find the Raise Your Average crew:

***************

ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin

Rodrigo Gordillo on Linkedin

Adam Butler on Linkedin

Pierre Daillie on Linkedin

Joseph Lamanna on Linkedin

AdvisorAnalyst.com

  continue reading

173 episodes

Artwork
iconShare
 
Manage episode 350219596 series 3039185
Content provided by Pierre Daillie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pierre Daillie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Alfonso Peccatiello, Founder, CEO, & Macro Strategist at The Macro Compass (https://themacrocompass.com) joins us for an amazing deep dive into what is behind all of today's macro-economic and macro-market considerations and discussions. If you're interested in getting at what is at the heart of today's volatile inflation, interest rate, bond yield, and monetary policy considerations across all regions including Europe and the US, don't miss this conversation.

Alfonso Peccatiello's explanation of what is driving all macro considerations in the sobering monetary policy environment we find ourselves in today, is eye-opening. Macro Alf, (@macroalf on Twitter) as he is otherwise known across the internet, provides an eloquent and lucid view of the bewildering plumbing of the economy and markets.

Alfonso once ran a $20-billion portfolio at ING Bank, and while there, operated in the midst of personal consultations with among many others, all central bankers, central banks, and trading floors across Europe and the UK. He has a deep understanding of global bond markets, and his familiarity with all things macro has bestowed him with a rare gift of being able to explain some of the most complicated topics of the financial system so that anyone can begin to understand how it all works.

His substack and podcast are/were among the most popular finance outlets across the financesphere of the internet.

****************

Where to find Alfonso Peccatiello, The Macro Compass

****************

The Macro Compass

Alfonso Peccatiello on Twitter

Alfonso Peccatiello on Linkedin

The Macro Compass Substack

***************

Where to find the Raise Your Average crew:

***************

ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin

Rodrigo Gordillo on Linkedin

Adam Butler on Linkedin

Pierre Daillie on Linkedin

Joseph Lamanna on Linkedin

AdvisorAnalyst.com

  continue reading

173 episodes

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