BTC089: European Fragmentation Policy & Mounting Global Pressures w/ Alf Pecca

Preston Pysh talks with fixed income and macro expert, Alf Pecca. They discuss the ECB’s new anti-fragmentation tool and what it means for various countries in the EU, along with numerous other important macro topics.

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:54 – Alf’s thoughts on the EU’s Anti Fragmentation policy tool.
00:07:05 – Is Europe next for Yield Curve Control?
00:14:38 – What the CDS market is telling the world.
00:19:32 – Is Italy going to be the next Cyprus?
00:32:55 – Will the 10Y treasury make new lows on its yield?
00:35:36 – Alf’s thoughts on the Eurodollar impact on global decisions versus local US decisions.
00:41:42 – Alf’s thoughts on Chinese Real Estate crisis.
00:58:54 – Alf’s thoughts on Bitcoin.

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?OTHER RESOURCES
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