Preston Pysh talks with fixed income and macro expert, Alf Pecca. They discuss the ECB's new anti-fragmentation tool and what it means for various countries in the EU, along with numerous other important macro topics.
00:00:00 - Intro 00:00:54 - Alf's thoughts on the EU's Anti Fragmentation policy tool. 00:07:05 - Is Europe next for Yield Curve Control? 00:14:38 - What the CDS market is telling the world. 00:19:32 - Is Italy going to be the next Cyprus? 00:32:55 - Will the 10Y treasury make new lows on its yield? 00:35:36 - Alf's thoughts on the Eurodollar impact on global decisions versus local US decisions. 00:41:42 - Alf's thoughts on Chinese Real Estate crisis. 00:58:54 - Alf's thoughts on Bitcoin.
Highly recommend this great interview between Preston Pysh and Alf Pecca. The podcast has a great explanation on the political and economic dynamics behind the various EU nation-states and the ECB, and contains fantastic macro analysis.
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Bitcoin Fundamentals Podcast:
Website: https://www.theinvestorspodcast.com/bitcoin-fundamentals/
Podcast: https://link.chtbl.com/BTC079
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Episide:
Website (with Transcript): https://www.theinvestorspodcast.com/bitcoin-fundamentals/european-fragmentation-policy-alf-pecca/
Highly recommend this great interview between Preston Pysh and Alf Pecca. The podcast has a great explanation on the political and economic dynamics behind the various EU nation-states and the ECB, and contains fantastic macro analysis.