Alfonso Peccatiello, Founder of The Macro Compass, discusses the fragilities in the economy that will eventually lead to "breakage". You’re being watched RIGHT NOW and the only way to stop it is by using a VPN. Avoid hacks and protect your privacy before it’s too late! NordVPN offers 65% Off on a 2-year plan +4 extra months! Try it for 30 days or GET YOUR CASH BACK! https://nordvpn.com/davidlin *This video was recorded on May 8, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ALFONSO PECCATIELLO: Join thousands of investors and sign up to The Macro Compass, Alf's macroeconomic research and investment strategy platform using this link: https://www.themacrocompass.com/subsc... Twitter (@MacroAlf): / macroalf Email: fund@themacrocompass.com FOLLOW DAVID LIN: Twitter (@davidlin_TV): / davidlin_tv TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / 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 1:45 - Hedge fund strategy 2:24 - Fragilities 4:18 - Debt servicing costs 7:00 - Private debt 9:30 - Disinflation 12:25 - Gold vs currencies 15:05 - Investment implications 18:30 - How many Fed cuts this year 19:30 - Global growth
