Not A Maximalist (guest: Alfonso Peccatiello)

from The Market Huddle · host Patrick Ceresna & Kevin Muir

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  

Episode metadata supplied by the publisher feed · Published Jul 23, 2021

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Not A Maximalist (guest: Alfonso Peccatiello)

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