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Macro Volatility Is Coming
The calm before the storm
Jul 15
•
Alfonso Peccatiello (Alf)
121
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Macro Volatility Is Coming
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11
8:58
June 2024
Yes, But What's The Macro EndGame?
A Framework To Answer This Million Dollar Question
Jun 3
•
Alfonso Peccatiello (Alf)
93
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Yes, But What's The Macro EndGame?
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4
9:15
May 2024
Why Doesn't The Economy Break?!
After all, rates are high and the curve is inverted!
May 16
•
Alfonso Peccatiello (Alf)
192
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Why Doesn't The Economy Break?!
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22
6:09
Yield Curve 101
A Primer on How the Yield Curve Works
May 10
•
Alfonso Peccatiello (Alf)
217
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Yield Curve 101
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17
7:37
Tectonic Macro Shifts
Big Challenges to The Reflation Narrative
May 5
•
Alfonso Peccatiello (Alf)
263
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Tectonic Macro Shifts
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18
7:48
April 2024
A Trillion (Dollar) Reasons
Yellen is the Policymaker to Watch Now
Apr 25
•
Alfonso Peccatiello (Alf)
82
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A Trillion (Dollar) Reasons
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7
11:03
March 2024
Do You Own These in Your Portfolio?
Three Exposures To Own
Mar 24
•
Alfonso Peccatiello (Alf)
119
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Do You Own These in Your Portfolio?
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11
11:24
Beware Animal Spirits
Big Macro Events Loom Large
Mar 10
•
Alfonso Peccatiello (Alf)
122
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Beware Animal Spirits
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8
9:42
IT'S BACK!
Sharing an important news
Mar 2
•
Alfonso Peccatiello (Alf)
155
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IT'S BACK!
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6
5:50
February 2024
The Truth About Money
Money doesn't work like they told you it does.
Feb 25
•
Alfonso Peccatiello (Alf)
140
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The Truth About Money
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37
11:24
Bubbles & AntiBubbles
Narratives can dominate macro longer than you can remain solvent
Feb 11
•
Alfonso Peccatiello (Alf)
255
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Bubbles & AntiBubbles
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9
10:29
January 2024
Pay Attention To Monetary Plumbing
Why does everybody care about the QRA next week?
Jan 27
•
Alfonso Peccatiello (Alf)
267
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Pay Attention To Monetary Plumbing
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10
7:48
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