Macro Hive Conversations With Bilal Hafeez Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
Feb 4, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
How Did You End Up in Finance?
02:17 • 2min
What Made You Leave the Sof Establishment?
03:58 • 2min
How Do Central Banks Print Money?
06:03 • 4min
Expanding the Commercial Bank Balance Sheet
09:57 • 2min
Reserves Are for Regulatory Liquidity
11:36 • 4min
Credit Expansion
15:33 • 4min
Can You Hike 50 Basis Point?
19:51 • 3min
Credit Spreads
23:20 • 3min
Will the Ecb Ever Raise Rits?
26:07 • 3min
Do You Think They'll Be Able to Move Forward a P P by the Summer?
29:18 • 3min
Trades for Europe
31:48 • 4min
Reverse Repose
35:31 • 2min
What's Going on in Italy?
37:25 • 3min
Is Italy in the Race for Elections in 2023?
40:18 • 4min
Is It a Good Trade?
43:56 • 1min
Yer Just Doesn't Look as Good Suketil in a Way
45:24 • 3min
The Best Investment Advice You've Ever Received?
48:26 • 2min
Is There Any Productivity Hacks That Really Influence You?
50:15 • 3min