Alf Peccatiello

Alfonso Peccatiello, Founder of The Macro Compass and CIO of Palinoro Capital, dives into the complex relationship between Trump's tariffs and U.S. monetary policy. He discusses how political influences may impact the Federal Reserve and forecasts economic growth. The conversation also explores the implications of fiscal changes on financial markets, the effectiveness of QE versus fiscal deficits, and the roles of commodities and cryptocurrencies in today’s economy. It’s a lively discussion packed with insights for investors navigating these turbulent waters.

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.