188|"What I Learnt from Managing $20B" ft. Alfonso Peccatiello with Srivatsan Prakash
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!
\nHere's his most recent newsletter piece, discussing the macro framework needed for 2022: https://themacrocompass.substack.com/p/2022portfolio
\nAn interview with a lot of alpha on offer!