The Macro Trading Floor

By: Alfonso Peccatiello & Brent Donnelly
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  • Summary

  • The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!
    Copyright Alfonso Peccatiello
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Episodes
  • How To Trade The Fed Cutting Cycle

    How To Trade The Fed Cutting Cycle
    Sep 20 2024
    Alf and Brent discuss the jumbo 50 bps Fed cut and the nuances Powell shared during the press conference. They look at historical parallels to derive how to best approach different asset classes with a specific focus on the USD. They also cover the Chinese economy which seems to be slowly imploding from within. We are now also on Youtube, where you can see supporting charts and our bald heads. https://youtu.be/o1iDoADS0c4 Transcript: https://www.spectramarkets.com/tmtf-transcript-20sep2024/
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    36 mins
  • The World is Different Now

    The World is Different Now
    Sep 13 2024
    Alf and Brent discuss similarities and differences between the world and the macro cycle today versus the pre-pandemic period. While the cycle might look similar, should we not pay attention to the structural differences too? The duo moves on to discuss the aggressive bond market pricing and how to trade around that. Finally, they focus on the US Dollar: will it perform nicely or poorly if we get a recession? Free trial to Alf's institutional macro research: https://forms.gle/yNU1vBqCqRXSvEHA7 Sign up to Brent's newsletter: https://www.spectramarkets.com/subscribe/ Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-13-september-2024/
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    41 mins
  • Will The Fed Cut by 25 or 50 bps?

    Will The Fed Cut by 25 or 50 bps?
    Sep 6 2024
    Alf and Brent discuss recent developments in macro and labor market data, and debate whether the Fed will cut by 25 or 50 bps in September. Is the bond market overestimating the amount of upcoming cuts, or economic weakness will require the Fed to cut rates even more aggressively? They then move to investigate how long-term investing bias can negatively affect short-term oriented trading decisions, and how to measure consensus. Free trial to Alf's Institutional Research: https://forms.gle/6bXTD5ApyrdvSv798 Subscribe to Brent's newsletter: https://www.spectramarkets.com/am-fx/ Commodities are the worst-performing asset class over the past 20 years: https://www.mfs.com/content/dam/mfs-enterprise/mfscom/sales-tools/sales-ideas/mfsp_20yrsa_fly.pdf Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-6-september-2024/
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    37 mins
Economics Personal Finance Politics & Government
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