Alfonso Peccatiello, Founder of the Macro Compass, discusses the economy in China, outlook for U.S. growth and inflation, monetary policy, and the investment implications of today's macroeconomic environment.
Watch Alfonso's last interview with me: https://youtu.be/pHThK8AQbxA?si=o5fds3u81jaxYwAj
This video is distributed on behalf of Kootenay Silver (TSX.V:KTN | OTC: KOOYF). Learn more about Kootenay Silver here: https://kootenaysilver.com/
*This video was recorded on September 10, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW ALFONSO PECCATIELLO:
For a FREE trial to Alf's macro research, click here: https://forms.gle/ZZsCcNHxJCXk1veq7
X (@MacroAlf): https://twitter.com/MacroAlf
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at
[email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:30 - China is imploding
9:45 - Bonds
13:00 - U.S. dollar
16:50 - Gold
18:40 - U.S. deficits projection
21:10 - Fed rate cuts forecast
26:55 - Eurozone economy
#economy #investing #stocks