In this episode of On The Margin Mike is joined by Alfonso Peccatiello. Alfonso is the author of the weekly online newsletter The Macro Compass. Alfonso shares his thoughts on the signs of slowing structural growth, financial repression, the effect of quantitative easing, reverse repos and how a Bitcoin standard would affect a credit driven economy.

00:00 Introductions
01:20 Trends in Growth
03:30 The Effect of Credit
14:44 Quantitative Easing
24:08 Reverse Repo
26:10 Benefit of the world reserve currency
32:13 Future Outlook for Investors
37:49 Bitcoin
43:07 Gold, Bitcoin & monetary reset
46:21 Financial Repression
51:28 The End Game
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