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
  • How To Trade Macro In A War

    How To Trade Macro In A War
    Mar 20 2026
    Alf and Brent reflect on correlations converging to 1 across asset classes, risk management practices in macro deleveraging events, and a game theory approach to how the war could unfold from here.
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    33 m
  • Hormuz & The Terms of Trade Shock

    Hormuz & The Terms of Trade Shock
    Mar 6 2026
    Alf and Brent discuss the terms of trade shock that the de-facto closure of the Strait of Hormuz is causing. The duo walk through scenarios and probabilities and what framework can be used to trade such a market environment,
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    37 m
  • The New Fed vs The Good Old Bond Market

    The New Fed vs The Good Old Bond Market
    Jan 30 2026
    To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent discuss how the appointment of the new Fed Chair could shape the US policy making objective in the bond market. The repercussions on the USD and on the incentive schemes for other large bond market players (e.g. Japanese investors) are not to be underestimated.
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    37 m
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