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Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve Riffs with Alfonso Peccatiello (aka MacroAlf): Liquidity and the Global Macro Landscape
Description: In this episode, the ReSolve team is joined by Alfonso Peccatiello, a macro strategist and the creator of the popular Twitter account @MacroAlf, to discuss liquidity, the global macro landscape, and the implications for investors. We delve into various topics, including • The impact of demographics and debt on economic growth and the challenges faced by countries in maintaining living standards •The significance of the Global Liquidity Index in understanding rapid changes in equity market behavior •The orthogonal approach to the traditional All Weather framework, focusing on credit-oriented growth measures and policymaker stances on inflation •The Forever Portfolio allocation and the impo...