Meb Faber Podcast
A good discussion on Yield Curves, Carry Trades, Neighbor Tracking Error and diversification with a European viewpoint.
https://mebfaber.com/2023/12/13/alfonso-alf-peccatiello/
https://www.youtube.com/watch?v=ZHOaH7bwgBA
@MacroAlf on Twitter
TheMacroCompass.com