The Macro Trading Floor Podcast Por Alfonso Peccatiello & Brent Donnelly arte de portada

The Macro Trading Floor

The Macro Trading Floor

De: Alfonso Peccatiello & Brent Donnelly
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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 Economía Finanzas Personales Política y Gobierno
Episodios
  • ''Run It Hot'': The Comeback?

    ''Run It Hot'': The Comeback?
    Nov 14 2025
    Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward? Want to reach out to Alf or Brent? Alfonso Peccatiello on Bloomberg chat, or alf@themacrocompass.com Brent Donnelly on Bloomberg chat, or bdonnelly@spectramarkets.com
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    28 m
  • We Have A Deal: Now What?

    We Have A Deal: Now What?
    Oct 31 2025
    Alf and Brent discuss the market reaction to the ''deal'' between Trump and Xi: what happens next? The duo also covers the Fed and BoJ decisions, the state of the AI trade, and the Supreme Court hearings on tariffs starting next week. Want to reach out to Alf or Brent? Alfonso Peccatiello on Bloomberg chat, or alf@palinurocapital.comBrent Donnelly on Bloomberg chat, or bdonnelly@spectramarkets.com
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    31 m
  • Momentum Shock: What Next For Markets?

    Momentum Shock: What Next For Markets?
    Oct 23 2025
    Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: ⁠TMTF Trade Of The Week Alf and Brent discuss the vicious momentum unwind which took down precious metals and various speculative stock market sectors: what should we expect now? The duo also discusses the upcoming US CPI, and take a step back to assess the big picture macro setup we will likely face for the next 6-9 months.
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    29 m
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