TIP495: The Changing Composition of Money w/ Alfonso Peccatiello

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

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 18 November 2022

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. 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. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Public Fundrise TastyTrade The Bitcoin Way Connect Invest American Express ReMarkable Toyota Onramp Facet SimpleMining 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 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 guys, I'm really excited to share an upcoming event hosted by the Investors Podcast
0:07.4	Network.
0:08.4	Beginning on Monday, October 17th, we are launching a stock pitch competition for all of you
0:13.2	to compete in, and the first place winner will receive $1,000 plus a year-long subscription
0:18.3	to our TI-P Finance Tool and more.
0:21.0	So don't miss your chance to win $1,000.
0:24.0	If you're interested, please visit theinvestorspodcast.com slash stock-competition for more information.
0:30.1	The last day to submit your stock analysis will be Sunday, November 27th.
0:34.2	And to compete, please make sure you're signed up for our daily newsletter, We Study
0:37.6	Markets, where we'll announce the winners.
0:40.1	All entries can be submitted to the email newsletters at theinvestorspodcast.com.
0:45.2	Good luck!
0:46.7	On today's episode, we welcome back Alfonso Pec Tielo.
0:50.1	Alf is the former head of a $20 billion investment portfolio and now the author of the macro compass,
0:55.7	which is an awesome free newsletter.
0:57.9	Alfonpressed and discussed some major macro topics back in August on episode BTC-089,
1:03.8	and Alf made some very accurate predictions so we had to bring them back.
1:07.2	In this episode, we discuss why banks are at serious risk of losing deposits, why the
1:12.0	ECB is changing their tune on their monetary policy, the recent Fed meeting, the underlying
1:17.1	risk with pension funds using interest rate swaps, expectations for the current yield
1:21.4	curve inversion and much, much more.
	...

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