Stagflation & Disinflation To Reign in 2022

On Friday we sent you Part 1 of our interview with bond expert Alfonso Peccatiello.

In it, Alf explained why he sees credit spreads widening further from here, leading to a repricing of risk across the financial markets.

In turn, that should result in lower financial asset prices as the year progresses.

So, how can investors protect themselves & possibly profit should this indeed happen?

Here in Part 2 of our interview with Alf, he generously reveals how his portfolio is currently allocated — conservatively, but

also with several targeted short positions that should benefit if credit spreads indeed continue widening.

To learn the specific securities he’s invested in now, watch Part 2 of our interview with Alfonso Peccatiello.

Bond Expert Predicts Even Lower Asset Prices Ahead | Alfonso Peccatiello

They say the ‘smart money’ is in the bond market.

But that hasn’t kept it from having one of its worst starts to the year ever, as yields have risen substantially since January, bringing prices down hard.

When the bond market speaks loudly like this, the wise investor listens.

As we look at the environment now, what is the bond market telling us is likely to happen next?

To find out, we welcome back macro analyst & former bond portfolio

manager Alfonso Peccatiello to the program.

Alf sees credit spreads widening further from here, leading to a repricing of risk across the financial markets.

Which is why he ultimately predicts lower prices for nearly all assets later in the year

For a data-packed & chart-rich explanation why, watch our new interview with Alfonso Peccatiello.