
RiskReversal Pod What a Long Strange Trip it's Been with Alfonso Peccatiello of The Macro Compass
Dec 2, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
Introduction
00:00 • 2min
The Market Reaction to Fed Governor Jay Powell's Statement
01:30 • 2min
Is There a Mild Recession?
03:54 • 2min
The Stock Market Will Bottom Before We Know That We're in a Session
05:57 • 3min
The Bottoms Up EPS Estimate for the S&P 500 for Next Year Is $232
09:03 • 2min
Is the Slowdown Coming Into Your Point, Dan?
11:13 • 2min
I've Never Heard an Elephant Through a Mouthful
12:51 • 3min
How Do You Extrapolate That Real-Time Data?
15:24 • 3min
Salesforce Is Down 14 Bucks. That's Nearly 10%
18:21 • 2min
The Dow Is Underperforming the S&P 500, Right?
19:55 • 2min
The Dow Is Just a Dumb Index, Right?
22:09 • 2min
FTX - I Lost My Life Savings
24:28 • 2min
Is Tether Stablecoins a Big Story in the Financial Media?
26:37 • 4min
The Phoenix of Cryptocurrency
30:50 • 2min
You Can Still Make Money at 7 and 14 in the NFL?
32:47 • 3min
Introducing Event Contracts From CME Group for Individual Investors
35:51 • 2min
On the Tape Interview With Alfonso Pecchietello
37:32 • 2min
The Fed Reserve Is Raising Interest Rates to 6.5%
39:26 • 3min
Is There a New Bull Market?
42:21 • 3min
Is the Labor Market Going to Break?
45:28 • 2min
Is the Fed Really Going to Slow?
47:48 • 2min
The Federal Reserve's Dual Mandate Is Price Stability
49:32 • 2min
The Copper to Gold Ratio Is a Good Indice of the Economy
51:52 • 2min
The Impact of the European Economy on Energy Prices
53:51 • 2min
Stagflation, Deflation and Disinflation - What's Happening?
55:42 • 3min
Is the Fed Going to Screw the Pooch?
58:36 • 3min
What Does That Mean for the Dollar and the Dollar?
01:01:18 • 3min
Is There a Soft Landing in the Labor Market?
01:03:50 • 2min
Macro Compass
01:05:42 • 2min
On the Tape - Misery Ladies and Gentlemen
01:07:43 • 2min
