Alfonso Peccatiello, Founder of the Macro Compass, discusses the economy in China, outlook for U.S. growth and inflation, monetary policy, and the investment implications of today's macroeconomic environment. Watch Alfonso's last interview with me: https://youtu.be/pHThK8AQbxA?si=o5fds3u81jaxYwAj This video is distributed on behalf of Kootenay Silver (TSX.V:KTN | OTC: KOOYF). Learn more about Kootenay Silver here: https://kootenaysilver.com/ *This video was recorded on September 10, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW ALFONSO PECCATIELLO: For a FREE trial to Alf's macro research, click here: https://forms.gle/ZZsCcNHxJCXk1veq7 X (@MacroAlf): https://twitter.com/MacroAlf Email: fund@themacrocompass.com FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:30 - China is imploding 9:45 - Bonds 13:00 - U.S. dollar 16:50 - Gold 18:40 - U.S. deficits projection 21:10 - Fed rate cuts forecast 26:55 - Eurozone economy #economy #investing #stocks
