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Fasanara Capital

​​MACRO VOICES
interview with
Fasanara Capital

More readings:

​INVESTMENT OUTLOOKS:
25th July 2017 - "Twin Bubbles"


22nd Novemebr 2017
Fasanara Capital: Positive Feedback Loops Threaten Systemic Risk Escalation

Erik Townsend welcomes Francesco Filia to MacroVoices. Erik and Francesco discuss:

  •  Measuring the equity bubble
  •  Measuring the bond bubble
  •  What could the catalyst be for the reversal?
  •  Fake market narrative
  •  Chasing narratives and global growth
  •  Positive feedback loops
  •  ETFs and their impact on the markets
  •  Systemic risks from funds not just banks
  •  Considerations on European junk bonds
  •  S&P values vs. share buybacks
  •  Risks to the market from the short VOL trade

Please go to the website of MACROVOICES -  HERE  - to download the audio recording and the relevant slide deck discussed during the interview.
3rd May 2017 - "Fake Markets"
17th Jan 2017 - "Transformational Times"
​​​SCENARIOS:​​
7th Jun 2016 
"The Market Economy in 2020"
MEDIA
17th Jan 2017
"Forget fake news, investors should realize the markets are fake"