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Alfonso Peccatiello - The effect of high interest rates on the economy, The probability of a recession, Europe position in the changing world order, Strategies to protect capital
Manage episode 391320136 series 3541915
Calin Fabri | Entrepreneur | Founder Coach에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Calin Fabri | Entrepreneur | Founder Coach 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In the last 6 months I was trying to wrap my little head around the macro environment and the effects on the economy and to be honest on my pocket. I just didn't know how inflation, interest rate hikes, and debt cycles fit together to be able to create an investment thesis or at least protect my capital.
Our guest today will try to answer some of these questions so please welcome Alfonso Peccatiello Founder & CEO of The Macro Compass.
The Macro Compass is an investment strategy firm whose mission is to democratize professional macro analysis, by giving access to tools and portfolio strategies.
Before launching The Macro Compass, Alfonso was the Head of Investments for a $20 billion portfolio for ING Germany.
During this episode, we discuss the current macro environment and how got here, what should be the strategies for consumers and investors to protect themselves during this period, and some economic predictions for 2023.
Without further ado, please enjoy my conversation with Alfonso Peccatiello, founder and CEO of the Macro Compass
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