The Intrinsic Value Podcast - The Investor’s Podcast Network

MI271: The Long Term Debt Cycle & De-Dollarization “Fairytale” Explained w/ Alfonso Peccatiello

May 9, 2023
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1
Introduction
00:00 • 2min
2
Millennial Investing Podcast: Alfonso Piccattiello
02:03 • 3min
3
Expectations for the S&P 500 in Q4
04:46 • 2min
4
The Fed Pivot and the Future Implications for Earnings Valuation
07:13 • 2min
5
The Fed's Expectations for 2024
09:30 • 4min
6
The Path to a Recession
13:10 • 3min
7
How to Invest With Betterment
15:48 • 3min
8
The Long Term Debt Cycle
18:59 • 4min
9
The US and Europe in the Long Term Debt Cycle
23:28 • 2min
10
The End of the Long Term Debt Cycle
25:23 • 4min
11
The Future of Debt Cycles
29:09 • 2min
12
The Different Paths of a Recessionary Szenario
30:56 • 2min
13
How to Avoid a Late Cycle Debt Cycle
32:31 • 2min
14
How to Get a Payroll Tax Refund for Your Business
34:37 • 2min
15
The Importance of De-Dollarization
36:49 • 2min
16
The Alternative to the Dollar
38:36 • 5min
17
The Impacts of Deleveraging on the US Dollar
43:20 • 4min
18
The Tectonic Shift in Global Trade
47:26 • 3min
19
The Macro Compass: A Holistic Approach to Complex Macro Topics
50:19 • 2min
20
The Importance of the Dollar and Gold in Portfolios
52:37 • 3min
21
The Investors Podcast Network: We Study Billionaires
55:42 • 2min