The Macro Trading Floor By cover art

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
  • A Contrarian Macro Thesis

    A Contrarian Macro Thesis
    Apr 26 2024
    US Q1 Real GDP printed below expectations but still at a respectable 1.6%, and core inflation was hotter than analysts forecast: more fuel on the fire of the reflation theme? Alf and Brent present a contrarian macro thesis instead, and also discuss the odds of a Chinese devaluation and more. Finally, they talk about the pros/cons of using stop losses in tactical macro trading. Enjoy the show!
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    38 mins
  • What if Hikes are Stimulative?!

    What if Hikes are Stimulative?!
    Apr 19 2024
    The Fed is all of a sudden opening up to the possibility of hikes: what now? But most importantly: have you ever thought about the possibility of Fed hikes being stimulative? And finally: do you have any idea why every Central Bank in the world is targeting exactly 2% for inflation? Alf and Brent discuss this and much more in today's episode - have fun! And also take a look at Brent's piece on safe havens through different macroeconomic environments: https://www.spectramarkets.com/amfx/acute-shortage-of-safe-assets/
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    37 mins
  • Yes, But What Will Break Markets?

    Yes, But What Will Break Markets?
    Apr 12 2024
    This week Alf and Brent discuss how markets seem to be on the lookout for a release valve for the combination of a Fed talking about cuts while nominal growth doesn't call for them: commodiites, bond markets, and the US Dollar seem to be all brewing under the surface. But what will actually break markets?
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    38 mins
Economics Personal Finance Politics & Government
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