We Study Billionaires - The Investor’s Podcast Network
Business:Investing
Preston Pysh interviews Alfonso Peccatiello, better known as Macro Alf, to talk about how the banking system works, what might come next with the spreading global impairment, and what it might mean for Bitcoin and other asset classes.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:25 - Global perspectives and insights.
05:28 - The impact of immediate withdrawals on banks' cash reserves.
11:49 - Twitter debates: QE returns or not?
11:49 - Dispelling Bitcoiners' mistrust in the banking system.
28:43 - Piecing together the European inflation & bond yield puzzle.
34:52 - Predicting the 10YR-2YR inversion's future.
34:52 - Shadow banking and insurance companies under the microscope.
42:58 - Real estate and REITs in times of high debt and interest rates.
42:58 - Examining inflation stickiness in today's economy.
50:32 - Unexplored insights: What's being overlooked?
55:33 - Debating the debt spiral scenario.
55:33 - From problem talk to finding solutions.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
BTC172: Macro Outlook Q1 2024 w/ Luke Gromen (Bitcoin Podcast)
TIP612: Investing In Fear: Profiting From Maximum Pessimism w/ Lauren Templeton
TIP611: The Bear Case for China w/ Kyle Bass
BTC171: Bitcoin Tech Update with Alex Leishman (Bitcoin Podcast)
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
TIP609: Fooled by Randomness by Nassim Taleb
BTC170: Bitcoin's Hardware Future w Bob Burnett (Bitcoin Podcast)
RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz
TIP608: Long-Term Compounding w/ Chris Mayer
BTC169: Bitcoin Changing Africa's Energy and Finance Incentives w/ Alex Gladstein (Bitcoin Podcast)
TIP607: Small But Mighty: Uncovering Smallcap Value w/ Paul Andreola
TIP606: Multi-Bagger First Principles w/ Ian Cassel
BTC168: Bitcoin Discreet Log Contracts DLC on LN Markets w/ Romain Rouphael (Bitcoin Podcast)
TIP605: Untangling Global Outperformers w/ Dede Eyesan
TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve
BTC167: How Decentralized is Bitcoin Mining w/ Harry Sudock (Bitcoin Podcast)
TIP603: Richer, Wiser, Happier, Q1 2024 w/ Stig Brodersen & William Green
TIP602: Same as Ever w/ Morgan Housel
BTC166: Bitcoin Custody For Institutions w/ Caitlin Long and Wes Knobel (Bitcoin Podcast)
RWH040: Go Global w/ Laura Geritz
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Forward Guidance
Macro Voices
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast