GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello

If you liked last week’s Global Macro conversation with Cem Karsan you are going to LOVE this epic Macro debate as he and Alfonso Peccatiello, aka MacroAlf, go head to head on the most pressing topics of our time. From inflation and interest rates to De-Dollarization, China, Geo-Politics, Oil, Gold, and more, these two brilliant macro thinkers challenge each other's perspectives in a thought-provoking and engaging conversation. Despite their differences, they also find some common ground. Don't miss this electrifying episode!-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Alfonso on Twitter.Episode TimeStamps: 02:37 - The big macro picture04:37 - Inflation from a historical perspective14:22 - Cycles and trends - how are they different?18:23 - A sticky situation21:53 - A wealth of trades?26:58 - A secular reality29:17 - The banking situation35:16 - A build-up effect38:58 - Buying Puts - A way to lose money?41:02 - Cyclical vs Secular effects46:38 - Inflationary pressure in Japan54:45 - De-Dollarization and changes on the global stage01:08:14 - The advantage of commodities01:13:41 - Where is the world heading?01:17:57 - Final thoughtsCopyright © 2023 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready......