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.

Bond analyst Alf Pecatiello warns of a rare bear steepening of the yield curve in bond markets, which could cause serious damage to equity markets and the economy. The podcast explores the impact of bear steepening and refinancing cliffs, as well as the effects of interest rate movements on various sectors of the economy. It also discusses the reasons behind the increase in treasury yields and introduces Al's new course on the bond market.

"Bonds Becoming \"Irresistible\" To Big Buyers, Prices Headed Higher | Alf Peccatiello" Alf Peccatiello, bond expert, discusses the recent strength in bond yields and the potential recovery of the bond market. He predicts attractive prices and a decrease in inflation, making Treasury yields appealing to institutional buyers. The podcast also covers the impact of rising refinancing costs on companies and the labor market. Peccatiello introduces a new bond market course with a discount offer for the first 50 buyers. The speakers analyze investment strategies and discuss the potential consequences of the BoWIP effect on the economy.