IN THIS EPISODE, YOU'LL LEARN:
- 02:09 - Why Banks are at serious risk of losing deposits.
- 09:25 - Why the ECB is changing its tune on monetary policy.
- 17:01 - The recent Fed meeting.
- 39:46 - The underlying risk with pension funds using interest rate swaps.
- 58:44 - Expectations for the current yield curve inversion.
- And much, much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Macro Compass' Newsletter.
- Alf's Twitter.
- Trey Lockerbie's Twitter.
- Related Episode: European Fragmentation Policy & Mounting Global Pressures w/ Alf Pecca - BTC089.
- Related Episode: Understanding Quantitative Easing w/ Alfonso Peccatiello - MI232.
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