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Not A Maximalist (guest: Alfonso Peccatiello)
In this episode, Patrick Ceresna and Kevin Muir welcome to the show, Alfonso Peccatiello, head of investments for a large European bank and author of The Macro Compass. They have a terrific discussion about the macro environment and why even though the sovereign is a currency issuer and not a user, there are still major disinflationary tendencies that are difficult to overcome.
Download Alfonso’s charts: https://bit.ly/3i6ETLX
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By Patrick Ceresna & Kevin Muir
4.8
349349 ratings
In this episode, Patrick Ceresna and Kevin Muir welcome to the show, Alfonso Peccatiello, head of investments for a large European bank and author of The Macro Compass. They have a terrific discussion about the macro environment and why even though the sovereign is a currency issuer and not a user, there are still major disinflationary tendencies that are difficult to overcome.
Download Alfonso’s charts: https://bit.ly/3i6ETLX
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