The Bear Market Is Here, What Next? | Joseph Wang & Alfonso Peccatiello

With stocks, crypto, bonds, gold, and commodities tanking, Jack calls an emergency podcast and asks trusted Forward Guidance regulars, Joseph Wang and Alfonso Peccatiello, to put the ongoing market volatility in the context of runaway inflation and central bank tightening. Filmed live on June 13, 2022. Follow Alf on Twitter https://twitter.com/MacroAlf Follow Joseph on Twitter https://twitter.com/FedGuy12 Follow Jack on Twitter https://twitter.com/JackFarley96 Follow Blockworks on Twitter https://twitter.com/Blockworks_ Subscribe to Fed Guy: https://fedguy.com/ Subscribe to The Macro Compass: TheMacroCompass.substack.com Joseph's latest piece, "Turbo Tightening," can be found here: https://fedguy.com/turbo-tightening/ Alf’s latest piece, “The True Reason Why Central Banks Do QE,” can be found here: https://themacrocompass.substack.com/p/portfolio-rebalancing-qe?s=r#details Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter

Om Podcasten

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.