MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 1 November 2022
⏱️ 72 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.6 | Hey guys, I am really excited to share an upcoming event hosted by the Investors Podcast Network. |
| 0:08.5 | Beginning on Monday, October 17th, we're launching a stock pitch competition for you all to compete in, |
| 0:14.7 | where the first place prize is $1,000 plus a year-long subscription to our tip finance tool if you are interested in this |
| 0:22.8 | please visit the investors podcast dot com slash stock dash competition for more information |
| 0:29.7 | the last day to submit your stock analysis will be sunday november 27th and to compete |
| 0:35.9 | please make sure you're signed up for our daily newsletter. |
| 0:38.7 | We study markets as that's where we'll announce the winners. |
| 0:42.4 | And all entries can be submitted to the email newsletters at the investorspodcast.com. |
| 0:49.0 | Good luck. |
| 0:53.2 | A fast appreciation in the dollar actually leads to weaker earnings in the US. |
| 0:59.3 | And there is very simple reason for that. |
| 1:01.7 | If you look at the amount of sales and revenues that U.S. companies are generating from abroad, |
| 1:06.5 | so not in the U.S., it's as high as 30 to 40% of their revenues and sales. |
| 1:11.7 | It's pretty large because US corporates are mostly multinationals |
| 1:15.0 | that have a very large presence abroad. |
| 1:17.3 | So clearly, if dollar appreciates, |
| 1:19.0 | it tends to weaken the foreign earnings they're able to do, right? |
| 1:22.9 | Because simply their domestic currency is much stronger than it was before. |
| 1:30.0 | On today's episode, I'm joined by Alfonso Picatielo, who is formerly head of a 20 billion |
| 1:37.0 | dollar investment portfolio and is the author of the Macro Compass, which is a free newsletter |
| 1:42.0 | that delivers financial education, macro insights, and investment ideas. |
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