Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley

1

Introduction

00:00 • 2min

2

What Are the Main Reasons for That Rally?

02:04 • 3min

3

Volatility Rates - What Are the Effects?

05:04 • 4min

4

The First Part of the Relic, Unexplained

09:32 • 4min

5

The Macro Ex Population of the Latest Relly

13:19 • 2min

6

Credit Spreads in Europe - What's Going On?

15:03 • 3min

7

Credit Spreads in Europe Are Widening

17:58 • 2min

8

The Lever Business Model in Europe - What Is It?

20:11 • 2min

9

The European High Heeld Spreads Should Be Tightened

22:25 • 2min

10

The Soft Landing Narrative

24:40 • 4min

11

Bank Reserves - The Most Important of the Three Items

28:59 • 2min

12

Long Term Bonds and Risk Assets

31:03 • 2min

13

Shorting the Japanese Dollar and Canadian Dollar

33:21 • 3min

14

Credit Card Lending

36:25 • 1min

15

Can Quantitative Easing Not Force Banks to Lending?

37:51 • 2min

16

Bank Lending Is a Very Coincident Indicator

39:53 • 3min

17

Is the Fed Pivotal Really Overdone?

42:53 • 3min

18

Is the Federal Reserve Going to Slow Down Their Hiking Cycle?

46:19 • 3min

19

- Is It a Good Idea to Wait for the Releveraging Flow?

48:59 • 3min

20

The Looming, a but Not Yet Felt, Storm of High Issuance

52:15 • 4min

21

The Long Term Investor - A Good Idea, Alf!

56:16 • 3min

22

Cryptocurrency - Code Macro 200, All Lower Case, M a C R O

59:44 • 3min

23

The Fed Pivots Will Kill Inflation

01:02:29 • 4min

24

Is the One Year Future Going to Represent the of Oil a Year From Now?

01:06:55 • 2min

25

Is the Fed Doing Its Job and Will It Kill It?

01:08:48 • 4min

26

The New Bull Market Rally Is Running on Fumes

01:12:55 • 3min

27

Is U Bad Inflation Good News?

01:16:17 • 4min

28

Investing in Risk Assets

01:19:52 • 2min

29

A, I'm a Little Early So Far.

01:22:07 • 4min

30

Earning Season

01:26:31 • 2min

31

Price to Earnings Ratios Have Goed Up as Well

01:28:27 • 2min

32

Are the Earnings Estimates Going Up?

01:30:33 • 2min

33

I'm Bearish. I Tendit. Long Term Barish.

01:32:32 • 6min

34

I Don't Trade Individual Equities. I Run Up and Outa Portfolio Only

01:38:24 • 2min

35

Ike, A, I'm a Trader, and I Trade a Lot of Indices.

01:40:45 • 2min

36

The Outright Sale of Mortgages by the Federal Reserve

01:42:23 • 2min

37

On the Run Mortgages - Is That Really the Case?

01:44:15 • 2min