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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI271: The Long Term Debt Cycle & De-Dollarization “Fairytale” Explained w/ Alfonso Peccatiello
Description: Rebecca Hotsko and Alfonso Peccatiello discuss the current market outlook, including the driving force behind the market rally, its sustainability, Alfonso’s prediction of a 0% rate cut by the Fed in 2024, and a whole lot more!Alfonso Peccatiello is former Head of a $20 billion Investment Portfolio and now is the Founder and author of The Macro Compass, which is an investment strategy firm that provides financial education, macro insights and investment ideas.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro.02:05 - His current market outlook, whether this recent mark...