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EssentialThe Essential Conversation

Future Trouble in Macro? Liquidity Traps and a Slowing Global Credit Impulse

Featuring Alfonso Peccatiello and Jack Farley

Jul 07, 2021 • 64 minutes

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Essential

The Essential Conversation

Future Trouble in Macro? Liquidity Traps and a Slowing Global Credit Impulse

Could a slowdown in credit creation and a tightening of monetary conditions push bond yields lower and threaten risk assets?

Featuring Alfonso Peccatiello and Jack Farley

Jul 07, 2021 • 64 minutes

Could a slowdown in credit creation and a tightening of monetary conditions push bond yields lower and threaten risk assets? Alfonso Peccatiello, fixed income investor and publisher of the Macro Compass, believes that’s possible. Peccatiello contends that inflation is indeed transitory, and, disagreeing with the "bond vigilantes," he argues that cash, bonds, and volatility protection will perform better in this environment than high-beta assets such as commodities and bank stocks. Interviewed by Real Vision’s Jack Farley on July 2, 2021. Peccatiello's blog, The Macro Compass, can be found here: https://themacrocompass.substack.com/. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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