Alfonso "Alf" Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade | #512

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 13 December 2023

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest today is Alfonso Peccatiello but you may know him as Alf! He’s the Founder & CEO of The Macro Compass, which provides financial education, macro insights and actionable investment ideas. In today’s episode, Alf gives a masterclass on the bond market. He talks about Dr. Yield Curve and how yield curve inversions are related to recessions. He also talks about where he sees opportunity in the global equity markets, specifically emerging markets. As we wind down, Alf shares some hot takes that most of his peers would disagree with, and you don’t want to miss what he says. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Med Faber Show, where the focus is on helping you grow and preserve your wealth.
0:09.0	Join us as we discuss the craft of investing and uncover new and profitable ideas all to help you grow
0:13.9	wealthier and wiser. Better investing starts here.
0:17.0	Meck Baber is the co-founder and chief investment officer at Cambury Investment Management
0:21.0	due to industry regulations he will not discuss any of Cambry's funds on this podcast.
0:25.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect
0:28.6	the opinion of Cambria Investment Management or its affiliates.
0:31.2	For more information, visit Cambria Investments.
0:33.0	com.
0:34.0	Welcome, my friends. We got a really fun episode. Today I met our guest at a little farm
0:41.5	outside of Baltimore and after listening to his talk I said I got to get you on the
0:45.5	podcast. Our guest today is Alf Peketielo but you may know him as Alf he's the founder and
0:51.1	CEO of the Macro compass which provides financial education
0:54.6	macro insights and actionable investment ideas. In today's show,
0:59.0	Alf gives a master class on the bond market. He talks about Dr. Yield Curve and versions are related to
1:05.7	recessions. We talk about bear steepeners, bull steepeners. He also talks about where he sees
1:10.7	opportunity in the global equity markets, specifically emerging markets.
1:15.2	As we wind down, Alf shares some hot takes that most of his peers would disagree with and
1:19.7	trust me, you don't want to miss what he says.
1:27.2	This episode is brought to you by 10 East. Long time listeners know I've invested in private markets
1:30.2	quite a bit myself, but with access to these markets broadening it can be hard to know where to find
1:34.8	vetted high quality offerings. That's where Ten East comes in. Ten East is a platform where qualified
	...

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