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#150 Alfonso Peccatiello On The Risk of a Global Recession Triggered by China's Deleveraging And The Spillover Effects Not Many Are Paying Attention To
Alfonso Peccatiello, founder of the Macro Compass, discusses the macro view of the current market and investor expectations.
He challenges the narrative of a structurally stronger US economy and presents a contrarian perspective. Peccatiello highlights the ambiguous data and warning signs in the economy, particularly in relation to China's deleveraging process and the spillover ripple effects on other economies.
Peccatiello emphasizes the importance of portfolio construction and diversification to protect purchasing power. He concludes by sharing his background and the launch of a macro fund.
Takeaways
Links:
Twitter/X: https://twitter.com/macroalf
The Macro Compass: https://themacrocompass.org/
Timestamps
00:00 Introduction
00:22 The macro view
03:08 Prevailing narrative of a stronger US economy, ‘party like it’s 1995’
05:30 Alf’s contrarian narrative
08:54 Ambiguous data and warning Ssgns
11:42 Spillover effects from China
15:41 Possible recession and risks
27:14 Conclusion
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By Julia La Roche
4.4
5353 ratings
Alfonso Peccatiello, founder of the Macro Compass, discusses the macro view of the current market and investor expectations.
He challenges the narrative of a structurally stronger US economy and presents a contrarian perspective. Peccatiello highlights the ambiguous data and warning signs in the economy, particularly in relation to China's deleveraging process and the spillover ripple effects on other economies.
Peccatiello emphasizes the importance of portfolio construction and diversification to protect purchasing power. He concludes by sharing his background and the launch of a macro fund.
Takeaways
Links:
Twitter/X: https://twitter.com/macroalf
The Macro Compass: https://themacrocompass.org/
Timestamps
00:00 Introduction
00:22 The macro view
03:08 Prevailing narrative of a stronger US economy, ‘party like it’s 1995’
05:30 Alf’s contrarian narrative
08:54 Ambiguous data and warning Ssgns
11:42 Spillover effects from China
15:41 Possible recession and risks
27:14 Conclusion
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