Carries And Rolls Like A Dog (guest: Alfonso Peccatiello)

In this episode, Patrick and Kevin welcome Alfonso Peccatiello to the show. Alfonso tells us why he is short S&Ps, credit spreads, Italian BTPs and most importantly, why pineapple pizza is a travesty that should be outlawed immediately.

Check out The Macro Compass https://bit.ly/38wBRhv

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