• Fasanara Capital

MACRO Voices Podcasts, Credit COVID-19, Fintech in 2020 and Anti-Bubbles for Investments



Happy Tuesday!



Some interesting news for you:


  • MACRO Voices Podcast with Fasanara Capital. What Are We To Do In Bubble & Broken financial markets? Why Digital Lending and SME Lending is an anti-bubble sector of the market

  • MACRO Voices Podcast: COVID Super-Spreader Stealth Pandemic?

  • A new decade for private markets McKinsey Global Private Markets Review 2020

  • Summary Edition Credit Suisse Global Investment Returns Yearbook 2020

  • 10 Breakthrough Technologies 2020

  • 2019 led as ‘blockbuster year’ for fintech investment

  • P2P business lending grew by 374pc over last five years.




MACRO Voices Podcast with Fasanara Capital. What Are We To Do In Bubble & Broken financial markets? Why Digital Lending and SME Lending is an anti-bubble sector of the market.


Erik Townsend and Patrick Ceresna welcome Fasanara's Francesco Filia to MacroVoices. Erik and Francesco discuss:


  • 50-Year swap rate in negative territory

  • Why the US treasury bond is no longer an investment and its systemic implications

  • The upcoming daily liquidity crisis and it means for the market

  • Complexity-based systemic risk alerts and tools to manage risks

  • How to translate these concepts into actionable strategies

  • Why is flash-crash is likely to happen

  • Perspectives on economic impacts of COVID-19

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MACRO Voices Podcast: COVID Super-Spreader Stealth Pandemic?



This informative episode of MACRO Voices features panelists Jim Bianco, Mike Shedlock, Dr. Ben Hunt & Dr. Chris Martenson. Erik and the panelists discuss:


  • Why a super-spreader driven silent global contagion may have already occurred;

  • Why draconian lockdown measures may be the only effective remedies against #COVID19’s high R0; and

  • Contrasting views on the range of possible economic and market outcomes from our expert guest panel.

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A new decade for private markets McKinsey Global Private Markets Review 2020


The 2020 edition of McKinsey’s annual review of private investing revealed several critical insights. Private markets complete an impressive decade of growth. Private market assets under management (AUM) grew by 10 percent in 2019, and $4 trillion in the past decade, an increase of 170 percent. Tech deals, up almost 40 percent, powered this growth. In parallel, the number of tech-focused private market firms has grown rapidly, while many others have tilted in that direction.


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Summary Edition Credit Suisse Global Investment Returns Yearbook 2020



This report is a summary version of the full Credit Suisse Global Investment Returns Yearbook 2020. To highlight the new and impactful research for the 2020 Yearbook, this summary edition starts with an insightful and broadly based review of ESG investing. The next section looks at investing for the long term, with a focus on long-run asset returns, risk and risk premiums, and factor investing – all based on evidence that runs from the beginning of 1900 to the start of 2020. The report concludes with a short review of the investment performance of the most important markets in the world since 1900, including China, Europe, Japan, Switzerland, the United Kingdom and the United States.

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10 Breakthrough Technologies 2020



This impressive article showcases a list of technological advances that may make a real difference in solving important problems and truly change how we live and work.

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2019 led as ‘blockbuster year’ for fintech investment



KPMG has hailed 2019 as a ‘blockbuster year’ for fintech investment, despite a slight drop in the value and quantity of deals. Most of the largest fintech deals focused on mergers and acquisitions (M&As) with fintech-focused M&A setting a new record of $97.3bn Both the America and Europe regions set new records for fintech investment, accounting for more than $64.2bn and $58.1bn respectively. This year KPMG expects deal sizes to continue to grow as investors focus on late stage and maturing fintechs, as well as challenger banks that look to expand their service.

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P2P business lending grew by 374pc over last five years



Peer-to-peer business lending volumes have soared by 374 per cent over the past five years, the British Business Bank has found. The state-owned economic development bank’s 2020 Small Business Finance Markets report showed how alternative finance has grown to help meet the needs of small- and medium-sized enterprises (SMEs). More than half (52 per cent) of smaller businesses that sought finance in 2019 contacted a finance provider outside of the ‘Big Five’ banks, the research found. Over the same five-year period, gross lending to smaller businesses by the major banks has remained largely flat, with real term growth of just 1.2 per cent. Although use of the many finance options available has significantly improved, disparities between UK regions remain.


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