236|Is The Economy As Strong As It Seems? ft. Alfonso Peccatiello with Srivatsan Prakash
Alfonso "Alf" Peccatiello is the founder and CEO of the Macro Compass, and the ex-head of a $20B bond portfolio. Alf joins me to discuss - is the economy as strong as it seems, whether the labor market is weakening, what's going on in Europe, the Chinese reopening story and more!