188|"What I Learnt from Managing $20B" ft. Alfonso Peccatiello with Srivatsan Prakash
Market Champions · Srivatsan Prakash
December 12, 202154m 5s
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Show Notes
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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