Alfonso Peccatiello, Founder of The Macro Compass, discusses the fragilities in the economy that will eventually lead to "breakage".
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*This video was recorded on May 8, 2024
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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
