Francesco Filia: Positive Feedback Loops Threaten Systemic Risk Escalation
Macro Voices - Podcast autorstwa Hedge Fund Manager Erik Townsend - Czwartki
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Erik Townsend welcomes Francesco Filia to MacroVoices. Erik and Francesco discuss the twin bubbles in equities and bonds and what the catalyst could be for the reversal. They further discuss the fake market narrative, feedback loops, European junk bonds and the big short VOL trade. Conversation continues in the postgame with guest Kevin Muir to further discuss bonds, inflation and the coming collapse of the short VOL trade.
