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.

MacroAlf Bonus Question Video

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