We Study Billionaires - The Investor’s Podcast Network

BTC123: The Legacy Banking System in Shambles w/ Alf Peccatiello (Bitcoin Podcast)

Mar 29, 2023

55:43

Highlights

AI Chapters

Episode notes

The Coming Financial Crisis

03:11

The Treasury is what whole system is built on/principal collateral

00:55

Global reserve chnages slowly

00:42

Institutions went for RE because fixed income was not yielding. Biggest problem

00:55

Introduction

6min

The Incentives for Small Banks

4min

The Mistakes of the US Regulators

2min

The Future of Trust

3min

The Fed's Incentive Scheme to Keep the Value of Collateral Stable

3min

How to Invest in Real Estate

3min

The Legacy of Bitcoin

6min

The Rise of the Euro Dollar

5min

The Advantage of the Dollar Expanding

1min

10.

The Fed's Incentive Scheme to Keep the System Artificially Stable

3min

11.

The Stress of the Real Estate Market

3min

12.

How Long Will the Recession Last?

5min

13.

The Risks of the Real Estate Market in 2022

3min

14.

Bitcoin's Role in Systemic Stability

5min

15.

The Debt Spirale and the Future of Finance

3min

16.

The Investors Podcast Network

2min

Preston Pysh interviews Alfonso Peccatiello, better known as Macro Alf, to talk about how the banking system works, what might come next with the spreading global impairment, and what it might mean for Bitcoin and other asset classes.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:25 - Global perspectives and insights.

05:28 - The impact of immediate withdrawals on banks' cash reserves.

11:49 - Twitter debates: QE returns or not?

11:49 - Dispelling Bitcoiners' mistrust in the banking system.

28:43 - Piecing together the European inflation & bond yield puzzle.

34:52 - Predicting the 10YR-2YR inversion's future.

34:52 - Shadow banking and insurance companies under the microscope.

42:58 - Real estate and REITs in times of high debt and interest rates.

42:58 - Examining inflation stickiness in today's economy.

50:32 - Unexplored insights: What's being overlooked?

55:33 - Debating the debt spiral scenario.

55:33 - From problem talk to finding solutions.

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.
Macro Alf's Website and Content.
Macro Alf's Twitter.
Related episode: Listen to TIP495: The Changing Composition of Money w/ Alfonso Peccatiello, or watch the video.
Related episode: Listen to MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello, or watch the video.

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