Market Narratives

In episode 99, Alex Proimos speaks with Alfonso Peccatiello, portfolio manager and author of the Macro Compass.

This episode delves into the economic and political challenges in Europe, and in particular Italy. We explore how a fragmented European continent can navigate fiscal policy across countries with a singular monetary union. The conversation then moves to the real threats of deflation in a world of too much debt, poor demographics and technological innovation. Finally, we cover the non-linear risks that arise from the current predicament and ways to protect your portfolio in the event of the next debt crisis.

Show Notes

Alfonso is a passionate global macro investor offering a 10 000 foot view of the macro and market landscape. All opinions in this podcast and his substack are strictly his own and not financial advice. 

Alfonso's newsletter -> themacrocompass.substack.com
Alfonso's twitter account -> https://twitter.com/MacroAlf

Central Banks don’t print money and you’ve been paying a tax on your savings for years already - negative real interest rates.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

What is Market Narratives?

Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.

Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.