IN THIS EPISODE, YOU’LL LEARN:
- 01:34 - Alf's thoughts on the EU's Anti Fragmentation policy tool.
- 08:07 - Is Europe next for Yield Curve Control?
- 15:36 - What the CDS market is telling the world.
- 24:28 - Is Italy going to be the next Cyprus?
- 34:31 - Will the 10Y treasury make new lows on its yield?
- 39:24 - Alf's thoughts on the Eurodollar impact on global decisions versus local US decisions.
- 49:32 - Alf's thoughts on Chinese Real Estate crisis.
- 01:07:03 - Alf's thoughts on Bitcoin.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Alf's Twitter.
- Alf's Free Newsletter.
- Help protect your family’s financial future with TD Term Life Insurance.
- Book your next simple tour or extreme adventure through Viator, the world’s leading travel experience marketplace. Use code VIATOR10 for a 10% off your first booking.
- Take the next step in your working-life or get ready for a change, by being a Snooze franchise partner. To learn more, head to Snooze.com.au and scroll down the page for “franchising”.
- Depend on RBC Wealth Management’s investment expertise to build a plan that helps you strengthen your financial security no matter where you are in life.
- Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.
- Find Pros & Fair Pricing for Any Home Project for Free with Angi.
- Trade specifically based on your view of concrete events with Kalshi, a trading platform that can be used to counter falling portfolios.
- Get 50% off Remote’s full suite of global employment solutions for your first employee for three months. Just visit remote.com and use promo code WSB.
- Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.
- Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.
- Invest in the $1.7 trillion art market with Masterworks.io. Use promocode WSB to skip the waitlist.
- Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.
- Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Check out our favorite Apps and Services.
- Browse through all our episodes (complete with transcripts) here.
- New to the show? Check out our We Study Billionaires Starter Packs.
- Support our free podcast by supporting our sponsors.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
