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The Recession Paradox | Alfonso Peccatiello

Forward Guidance

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The Macro Compass: A Strategy Firm for Institutional Investors

Alfonso Piccatielos: If we are going into the NBR kind of recessionary territory, then that will happen roughly at the beginning of next year. He says there is a chance that the opposite happens and bonds have a window to do volatility adjusted better than equities over the next six months. " macroalf" can be viewed on YouTube at Blockworks Macro or heard as a podcast on Apple Podcast and Spotify.

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