Top Traders Unplugged

GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello

54 snips
May 3, 2023
Guest
Alfonso Peccatiello
Guest
Cem Karsan
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Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Fed Will Cut Interest Rates to 0 to 1% in 2024
02:28 • 2min
3
The Secular Effects of Credit on Economic Growth
04:43 • 5min
4
The Importance of Labor in the United States
09:45 • 4min
5
The Future of Inflation
13:26 • 5min
6
The Distribution of Potential Outcomes Long Term
18:24 • 5min
7
Bond Volatility and the Bankruptcy
23:43 • 3min
8
The Importance of Understanding the Secular Trend
26:59 • 4min
9
The Negative Effects of the BTFP on European Banks
31:24 • 4min
10
The Risk Reward of the Stock Market
35:18 • 3min
11
The Importance of Short Positioning in Equity Markets
38:33 • 3min
12
The Vol Apocalypse: A Different Perspective
41:04 • 3min
13
The Cycle of Vol Hedging
43:45 • 4min
14
The New Inflationary Wave in Japan
47:21 • 3min
15
The Yen's Role in Diversified Portfolios
50:43 • 3min
16
The Importance of Time
53:54 • 3min
17
The Dollar and the Global Stage
57:17 • 4min
18
The Decline of the US Dollar
01:01:45 • 4min
19
The Challenges of De-Dollarization
01:05:27 • 3min
20
The Fed Going to 0%
01:08:26 • 4min
21
The Power of a True Global Macro Mind
01:12:50 • 3min
22
The Global Populist Trend Continues
01:16:06 • 3min