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Home > Market Champions > 188|"What I Learnt from Managing $20B" ft. Alfonso Peccatiello with Srivatsan Prakash
Podcast: Market Champions
Episode:

188|"What I Learnt from Managing $20B" ft. Alfonso Peccatiello with Srivatsan Prakash
Category: Business
Duration: 00:54:05
Publish Date: 2021-12-12 22:44:55
Description:

Alfonso Peccatiello was recently the manager of a $20B bond portfolio for a European bank, and now writes the Macro Compass newsletter full time. Here he discusses QE, credit, money printing, inflation vs deflation, what it was like running $20B and more!

Here's his most recent newsletter piece, discussing the macro framework needed for 2022: https://themacrocompass.substack.com/p/2022portfolio

An interview with a lot of alpha on offer!
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