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:
TIP582: Quality & Defensive Investing w/ Christian Billinger
BTC151: This is NOT Capitalism w/ Allen Farrington (Bitcoin Podcast)
TIP581: Richer, Wiser, Happier Q3, 2023 w/ Stig Brodersen & William Green
TIP580: Clear Thinking w/ Shane Parrish
BTC150: Solving the Oracle Problem w/ Daniel Hinton & Steve Jeffress (Bitcoin Podcast)
TIP579: Big Mistakes by Michael Batnick
BTC149: Parallels to the Roman Empire w/ Dr. Peter St. Onge (Bitcoin Podcast)
TIP578: Fundamentals of Stock Investing w/ Daniel Pronk & Jake Ruth
BTC148: Bitcoin and AI w/ Guy Swann (Bitcoin Podcast)
RWH033: Lessons From Buffett & Berkshire w/ Chris Bloomstran
RWH032: The Vigilant Investor w/ Chris Bloomstran
TIP577: Valuation Masterclass w/ Aswath Damodaran
BTC147: Fiat Ruins Everything w/ Bitcoin Developer Jimmy Song (Bitcoin Podcast)
TIP576: Mastermind Q3 2023 w/ Tobias Carlisle and Hari Ramachandra
TIP575: The Future of AI w/ Bob Muglia
BTC146: Broken Money 2/2 w/ Lyn Alden (Bitcoin Podcast)
TIP574: Broken Money 1/2 w/ Lyn Alden
TIP573: Berkshire's Beginnings w/ Jacob McDonough
BTC145: Adam Back on Drivechains, Mining Hardware, & L1 scaling w/ James Macedonio (Bitcoin Podcast)
TIP572: Finding Value in the Oil Market w/ Josh Young
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