BTC089: European Fragmentation Policy & Mounting Global Pressures w/ Alf Pecca (Bitcoin Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 3 August 2022

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Alf's Twitter. Alf's Free Newsletter. 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. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining AnchorWatch Human Rights Foundation Onramp Superhero Leadership Unchained Vanta Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI P.
0:03.0	Hey everyone, welcome to this Wednesday's Bitcoin Fundamentals podcast.
0:06.5	The guest on today's show is Alf Peca.
0:08.7	Alf is a former multi-billion dollar fixed income manager and executive with ING and now
0:14.4	is a macro expert.
0:16.3	On today's show, we cover a lot of emerging ideas in the marketplace like the ECB's fragmentation
0:21.1	policy that was recently announced.
0:23.6	What it means for actions in the EU and their subsequent responses, whether Italy is potentially
0:28.2	turning into the next Cyprus situation, whether the yield inversion will get worse before
0:32.8	it gets better, what his thoughts are on Bitcoin, numerous important charts and much, much
0:37.6	more.
0:38.6	So without further delay, here's my interview with the thoughtful Alf Peca.
0:42.7	You're listening to Bitcoin Fundamentals by the Investors podcast network.
0:51.5	And now for your host Preston Pish.
1:04.7	Hey everyone, welcome to the show.
1:06.2	Like I said in the introduction, I'm here with Alf.
1:08.8	Boy, I am a fan.
1:11.0	You have some amazing content, especially your Twitter feed, your newsletter.
1:16.4	Boy, it's such an honor to have you here on the show.
1:19.3	And I know we're going to get into some really interesting topics.
1:22.6	So Alf, thanks for coming on the show.
1:24.6	Well Preston, I've listened to plenty of your interviews.
	...

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