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Season 3, Episode 17: Don’t Fear Inflation, the Fed is Right, 10-Year Yields to Drop to 0.5% (Updated)

With Alfonso Peccatiello, The Macro Compass

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Alfonso Peccatiello joins the podcast to discuss his contrarian views on inflation, bond yields, and interest rates.

The guest doesn’t buy the inflation narrative entirely, believing credit creation has peaked. We are likely to see negative economic surprises and drawdowns in risk assets starting in the fourth quarter. The yield on 10-year bonds should peak at 0.5% due to a ‘Eurofication’ of the U.S. yield curve.

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Season 3, Episode 14: Quick Call on Fed Meeting and Economic Outlook

With Scott Colbert, Chief Economist, Commerce Trust Company

Scott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the Contrarian Investor Podcast to discuss the upcoming Federal Reserve meeting and state of the economy.

This was a quick call recorded over a phone line on Tuesday, June 15.

Content Highlights:

  • The Fed meeting that concludes June 16 and the coming discussion around the rolldown of QE (0:52);
  • Colbert’s reasons for being “grossly optimistic” about the economy (3:43);
  • The biggest concern is around the length of the current expansion (5:04);
  • The prospects of asset bubbles and why the ‘dot plot’ should see an increase from four to six or seven members of the FOMC who want to see higher interest rates (7:37);
  • Where does all this leave investors? (11:06);
  • What is driving the drop in bond yields (14:41);

Not intended as investment advice.

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Season 3, Episode 10: The Case for Indian Stocks

With Ethan Widell, Ironhold Capital

Ethan Widell, senior analyst at Ironhold Capital, joins the podcast to discuss the case for Indian stocks.

The country is currently suffering under record cases of coronavirus, with horrific humanitarian consequences. This has understandably weighed on investors’ minds. But there are other transformations underway in India’s economy that make the investing prospects exciting in the long run.

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