Patrick Perret-Green
Macro strategist and founder of PPG Macro, focused on global macro themes including credit markets, central bank policy, and geopolitical risks. Featured guest discussing private credit, reserves, China, and rate/duration trades.
Top 3 podcasts with Patrick Perret-Green
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44 snips
Oct 1, 2025 • 56min
Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive
Patrick Perret-Green, a macro strategist and founder of PPG Macro, joins to discuss pressing economic issues and credit markets. He warns about the frothy condition of private credit reminiscent of pre-2007 crises and highlights reclassifications in commercial lending. The conversation addresses alarming trends in Asian disinflation and the dynamics of U.S. housing. Patrick also dives into the opaque nature of private credit, global monetary policy, and geopolitical risks, providing insightful perspectives on systemic vulnerabilities.
23 snips
May 12, 2023 • 1h 11min
Why Bank Money Is “Disappearing” | Patrick Perret-Green
Why did several U.S. banks collapse, and what risks are still lurking? A veteran bond trader examines regional-bank liquidity, rising delinquencies, tighter lending, and the growing shadow-banking system. The conversation also ranges from shrinking global money supply and commercial real estate to China’s economy and the prospect of a stronger dollar.
10 snips
Jun 6, 2024 • 1h 32min
Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
Expert in macroeconomics and global markets, Patrick Perret-Green discusses China exporting deflation, US labor market softening, central bankers' forward-looking strategies, Chinese national accounts, bond market dynamics, currency trades, and financial implications of war.
