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
  • Frameworks To Trade The Hormuz Crisis

    Frameworks To Trade The Hormuz Crisis
    Apr 10 2026
    To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com Alf and Brent are back discussing frameworks to approach this market as a short-term oriented trader or as a long-term focused macro investor.
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    33 m
  • 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
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