{"id":28288,"date":"2025-10-29T08:00:23","date_gmt":"2025-10-29T08:00:23","guid":{"rendered":"https:\/\/www.algebris.com\/?p=28288"},"modified":"2025-10-29T08:12:20","modified_gmt":"2025-10-29T08:12:20","slug":"the-algebris-podcast-lelefante-nella-stanza","status":"publish","type":"post","link":"https:\/\/www.algebris.com\/it\/podcast-it\/the-algebris-podcast-lelefante-nella-stanza\/","title":{"rendered":"The Algebris Podcast | L&#8217;elefante nella stanza"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\ud83c\uddee\ud83c\uddf9 Il Podcast di Algebris | L&#039;elefante nella stanza\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/un5CAFSggy8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>I mercati si sono adattati a un nuovo ordine economico meno ortodosso, sostenuto da politiche fiscali espansive e banche centrali pi\u00f9 accomodanti. L\u2019intelligenza artificiale \u00e8 vista come principale motore della crescita, anche se per ora l\u2019impatto resta pi\u00f9 percepito che reale.<\/p>\n\n\n\n<p>Sul fronte geopolitico, il Medio Oriente appare pi\u00f9 stabile, mentre restano aperte le sfide tra Stati Uniti, Russia e Cina.&nbsp;In Europa, l\u2019entusiasmo iniziale per la politica fiscale tedesca si \u00e8 ridimensionato, con la crescita ancora debole.<\/p>\n\n\n\n<p>Nell\u2019ultimo podcast di Algebris, <strong>Gabriele Fo\u00e0<\/strong> (Global Credit Portfolio Manager) &#8211; intervistato da <strong>Marta Pizzamiglio<\/strong> (Marketing Manager) &#8211; evidenzia il deterioramento fiscale dei Paesi avanzati e prevede un\u2019era di \u201crepressione finanziaria\u201d, in cui i rendimenti governativi resteranno vicini all\u2019inflazione. In questo contesto, il credito offre opportunit\u00e0 interessanti, purch\u00e9 con un approccio selettivo.<\/p>\n\n\n\n<p>(Episodio registrato il 22 ottobre 2025)<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<iframe loading=\"lazy\" src=\"https:\/\/widget.spreaker.com\/player?episode_id=68308904&amp;theme=light&amp;playlist=false&amp;playlist-continuous=false&amp;chapters-image=true&amp;episode_image_position=right&amp;hide-likes=false&amp;hide-comments=false&amp;hide-sharing=false&amp;hide-logo=false&amp;hide-download=true\" width=\"100%\" height=\"200px\" frameborder=\"0\"><\/iframe>\n","protected":false},"excerpt":{"rendered":"<p>I mercati si sono adattati a un nuovo ordine economico meno ortodosso, sostenuto da politiche fiscali espansive e banche centrali pi\u00f9 accomodanti. L\u2019intelligenza artificiale \u00e8 vista come principale motore della crescita, anche se per ora l\u2019impatto resta pi\u00f9 percepito che reale. Sul fronte geopolitico, il Medio Oriente appare pi\u00f9 stabile, mentre restano aperte le sfide [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":26271,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[130,124],"tags":[],"asset-class":[224],"algebris-themes":[235],"class_list":["post-28288","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-views-it","category-podcast-it","asset-class-credit-it","algebris-themes-global-credit-it"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Algebris Podcast | L&#039;elefante nella stanza - Algebris Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.algebris.com\/it\/podcast-it\/the-algebris-podcast-lelefante-nella-stanza\/\" \/>\n<meta property=\"og:locale\" content=\"it_IT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Algebris Podcast | L&#039;elefante nella stanza - Algebris Investments\" \/>\n<meta property=\"og:description\" content=\"I mercati si sono adattati a un nuovo ordine economico meno ortodosso, sostenuto da politiche fiscali espansive e banche centrali pi\u00f9 accomodanti. 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