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
  • 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
  • Gold & Cockroaches

    Gold & Cockroaches
    Oct 17 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 In this episode, Alf and Brent discuss the massive rally in precious metals: what's behind it? Is it a broad debasement theme or just a big momentum trade? And is Dimon right when he talks about more cockroaches in credit markets?
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    32 m
  • Buy The Bubble or Watch It Burst?

    Buy The Bubble or Watch It Burst?
    Oct 10 2025
    Alf and Brent discuss the massive AI-driven rally which is beginning to have strong implications for broader markets and the economy. Brent presents the consensus view from several hedge fund PMs he met in Singapore - are they riding the bubble or afraid it's going to burst soon? And what about bonds, gold, and the USD? Get in touch with Alf via Bloomberg (ping him at Alfonso Peccatiello) or via email at alf@palinurocapital.com Get in touch with Brent via Bloomberg (ping him at Brent Donnelly) or via email at bdonnelly@spectramarkets.com
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    35 m
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