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EssentialThe Essential Conversation

Neither This Nor That: Are We Actually Headed for Disinflation?

Featuring Steven Van Metre and Alfonso Peccatiello

Aug 10, 2021 • 50 minutes

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Essential

The Essential Conversation

Neither This Nor That: Are We Actually Headed for Disinflation?

Alfonso Peccatiello falls neither in the inflation nor in the deflation camp, but rather in the disinflation camp -- here, he explains why.

Featuring Steven Van Metre and Alfonso Peccatiello

Aug 10, 2021 • 50 minutes

Alfonso Peccatiello, author of The Macro Compass, falls neither in the inflation nor in the deflation camp, but rather in the disinflation camp. In this interview with Steven Van Metre of Steven Van Metre Financial, Peccatiello discusses why overlaying structural growth with credit expansion and analyzing credit impulse is a crucial piece to understanding how the monetary system works and where the economy is headed. In light of that, they then address of the misconceptions around quantitative easing (QE) by walking through its mechanics. Peccatiello also tackles the effects of government stimulus spending on the private sector, whether reverse repo is necessarily a precursor to a crisis, and where yields can go from here. Filmed on July 28, 2021. 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.

More Episodes

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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