Artwork for podcast Top Traders Unplugged
GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello
3rd May 2023 • Top Traders Unplugged • Niels Kaastrup-Larsen
00:00:00 01:19:40

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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!


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Episode TimeStamps:

02:37 - The big macro picture

04:37 - Inflation from a historical perspective

14:22 - Cycles and trends - how are they different?

18:23 - A sticky situation

21:53 - A wealth of trades?

26:58 - A secular reality

29:17 - The banking situation

35:16 - A build-up effect

38:58 - Buying Puts - A way to lose money?

41:02 - Cyclical vs Secular effects

46:38 - Inflationary pressure in Japan

54:45 - De-Dollarization and changes on the global stage

01:08:14 - The advantage of commodities

01:13:41 - Where is the world heading?

01:17:57 - Final thoughts

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