

#150 Alfonso Peccatiello On The Risk of a Global Recession Triggered by China's Deleveraging And The Spillover Effects Not Many Are Paying Attention To
Mar 7, 2024
Peccatiello challenges the narrative of a strong US economy. He warns about China's deleveraging impact on global economies. Data is ambiguous, showing mixed signals of slowdown. Portfolio diversification is key to protect purchasing power.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 6min
Contrarian View on the Economic Narrative and Monetary Policy Impact
05:37 • 4min
Analyzing Signs of a Global Economic Slowdown
09:25 • 16min
Optimizing Portfolio Construction for Diversification and Risk Mitigation
25:08 • 3min
Insights into Running a Macro Fund and Launching The Macro Compass
28:11 • 2min