GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello

If you liked last week’s Global Macro conversation with Cem Karsan you are going to LOVE this epic Macro debate as he and Alfonso Peccatiello, aka MacroAlf, go head to head on the most pressing topics of our time. From inflation and interest rates to De-Dollarization, China, Geo-Politics, Oil, Gold, and more, these two brilliant macro thinkers challenge each other's perspectives in a thought-provoking and engaging conversation. Despite their differences, they also find some common ground. Don't miss this electrifying episode! ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the Trend Barometer here . Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Cem on Twitter . Follow Alfonso on Twitter. Episode TimeStamps: 02:37 - The big macro picture 04:37 - Inflation from a historical perspective 14:22 - Cycles and trends - how are they different? 18:23 - A sticky situation 21:53 - A wealth of trades? 26:58 - A secular reality 29:17 - The banking situation 35:16 - A build-up effect 38:58 - Buying Puts - A way to lose money? 41:02 - Cyclical vs Secular effects 46:38 - Inflationary pressure in Japan 54:45 - De-Dollarization and changes on the global stage 01:08:14 - The advantage of commodities 01:13:41 - Where is the world heading? 01:17:57 - Final thoughts Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer