Euroscepticism, pushing on a string and how to short the financial system | Alfonso Peccatiello

06/22/21 • 42 min

Alfonso is a passionate global macro investor offering a 10 000 foot view of the macro and market landscape. All opinions in this podcast and his substack are strictly his own and not financial advice.

Alfonso's newsletter -> themacrocompass.substack.com

Alfonso's twitter account -> https://twitter.com/MacroAlf

Central Banks don’t print money and you’ve been paying a tax on your savings for years already - negative real interest rates.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

Alfonso's newsletter -> themacrocompass.substack.com

Alfonso's twitter account -> https://twitter.com/MacroAlf

Central Banks don’t print money and you’ve been paying a tax on your savings for years already - negative real interest rates.

Previous Episode

The jargon of alternatives, financial engineering and stress testing diversification | Scott Pappas

Scott joined Frontier from Cbus Super where he was the fund’s Senior Portfolio Manager of Absolute Return Strategies. He has extensive experience in derivatives management and was previously a part of Vanguard’s global investment strategy group, leading research across a range of investment topics. He also has an academic background having lectured at Griffith University in Portfolio Management and Corporate Finance where he completed a PhD in Finance.