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
  • More Pain Ahead Or Buy The Dip?

    More Pain Ahead Or Buy The Dip?
    Nov 23 2025
    The Nasdaq has now sold off nearly 10% from the highs, and the pain in momentum assets is even more severe. Alf and Brent discuss whether there are reasons to believe more pain lies ahead, or this is the time to step in and buy the dip.
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    30 m
  • ''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.
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    31 m
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