
TIP495: The Changing Composition of Money w/ Alfonso Peccatiello
We Study Billionaires - The Investor’s Podcast Network
Empowering Financial Education and Insightful Macro Analysis
The speaker discusses their involvement in financial education and macroeconomic analysis, highlighting their free newsletter 'The Macro Compass' for valuable investment guidance. They also invite listeners to connect on Twitter for more timely updates and personal insights.
IN THIS EPISODE, YOU'LL LEARN:
- 02:09 - Why Banks are at serious risk of losing deposits.
- 09:25 - Why the ECB is changing its tune on monetary policy.
- 17:01 - The recent Fed meeting.
- 39:46 - The underlying risk with pension funds using interest rate swaps.
- 58:44 - Expectations for the current yield curve inversion.
- And much, much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- The Macro Compass' Newsletter.
- Alf's Twitter.
- Trey Lockerbie's Twitter.
- Related Episode: European Fragmentation Policy & Mounting Global Pressures w/ Alf Pecca - BTC089.
- Related Episode: Understanding Quantitative Easing w/ Alfonso Peccatiello - MI232.
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