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Stocks, Bitcoin, and other risk assets will hit new lows as the Fed tightens to bring inflation down to 2 percent, said Alfonso Peccatiello, Author of The Macro Compass. He also spoke about Europe’s energy crisis and Powell’s Jackson Hole speech with David Lin, Anchor and Producer at Kitco News.
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Visit The Macro Compass Newsletter: https://themacrocompass.substack.com/
0:00 – Jackson Hole and Fed policy
13:14 – Europe’s energy crisis
26:46 – Oil
27:45 – Stocks
29:07 – Bitcoin
30:30 – Asset allocation
#energy #stocks #bitcoin
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