Thoughtful Money with Adam Taggart

Don't Fool Yourself: Higher Rates WILL Bring Pain To The Credit Markets | Alf Peccatiello

8 snips
Mar 12, 2024
Guest
Alf Peccatiello
In this podcast, bond expert Alf Peccatiello discusses the impact of higher interest rates on over-leveraged companies. He predicts a painful sell-off as $2+ trillion in US corporate debt matures by end of 2025. Explore insights on job market indicators, asset valuations, and launching a macro fund to navigate market volatility. Learn about defensive investment options like US Treasuries and the importance of communication skills for success.
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Episode notes
1
Introduction
00:00 • 4min
2
Navigating the Impacts of Rising Interest Rates
04:30 • 12min
3
Analyzing Job Market Indicators and Economic Trends
16:15 • 18min
4
Asset Valuation and Macro Portfolio Strategies
34:41 • 20min
5
Launching a Macro Fund to Navigate Multifaceted Market Volatility
54:34 • 2min
6
Exploring a Fund Opportunity and Early Investor Benefits
56:13 • 2min
7
Regulatory Challenges, Conference Announcement, and Investing in Communication Skills
58:05 • 5min
8
The Significance of Communication Skills in Creating Impact
01:02:49 • 2min