TIP495: The Changing Composition of Money w/ Alfonso Peccatiello

<p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><ul><li>02:09 - Why Banks are at serious risk of losing deposits.</li><li>09:25 - Why the ECB is changing its tune on monetary policy.</li><li>17:01 - The recent Fed meeting.</li><li>39:46 - The underlying risk with pension funds using interest rate swaps.</li><li>58:44 - Expectations for the current yield curve inversion.</li><li>And much, much more!</li></ul><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>The Macro Compass'<strong> </strong><a href="https://themacrocompass.substack.com/" rel="noopener noreferrer" target="_blank"><strong>Newsletter</strong></a>.</li><li>Alf's<strong> </strong><a href="https://twitter.com/MacroAlf?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</li><li>Trey Lockerbie's<strong> </strong><a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/bitcoin-fundamentals/european-fragmentation-policy-alf-pecca/" rel="noopener noreferrer" target="_blank"><strong>European Fragmentation Policy &amp; Mounting Global Pressures w/ Alf Pecca - BTC089</strong></a>.</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/understanding-quantitative-easing/" rel="noopener noreferrer" target="_blank"><strong>Understanding Quantitative Easing w/ Alfonso Peccatiello - MI232</strong></a>.</li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>We Study Billionaires Starter Packs</strong></a>.</li><li>Browse through all our episodes (complete with transcripts)<strong>&nbsp;</strong><a href="https://www.thei