The Macro Trading Floor

De: Alfonso Peccatiello & Brent Donnelly
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  • Resumen

  • 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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Economía Finanzas Personales Política y Gobierno
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Episodios
  • Trillions of US Dollars To Sell?!

    Trillions of US Dollars To Sell?!
    Apr 25 2025
    This week, Alf and Brent focus on an obscure yet crucial component of FX flows: the hedging needs from large institutional investors. These whales own $33+ trillion of USD-denominated assets, and over the last 15 years they have systematically under-hedged their USD exposure - were they to change their mind forecasting a weaker USD, there could be trillions of US Dollars to sell. Want to chat with Alf? Ping him (Alfonso Peccatiello) on Bloomberg Want to chat with Brent? Ping him (Brent Donnelly) on Bloomberg
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    32 m
  • The Bond Vigilantes Are Here

    The Bond Vigilantes Are Here
    Apr 11 2025
    Alf and Brent discuss the incredible price action we are witnessing: USD down, equities down, and now bond yields up too. This is what Bond Vigilantes price action looks like, and while it's typical in emerging markets it's almost unprecedented in the US. Want to reach out to Alf? Ping him on BBG: Alfonso Peccatiello Want to reach out to Brent? Ping him on BBG: Brent Donnelly Transcript: https://www.spectramarkets.com/tmtf-transcript-10apr25/
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    37 m
  • You Ready For Liberation Day?

    You Ready For Liberation Day?
    Mar 28 2025
    Alf and Brent discuss the ''Liberation Day'' deadline for tariffs - and come up with some interesting conclusions. Also, the duo assesses what the Trump administration's long-term plan might be. Finally, Alf and Brent discuss the concept and risk management behind carry trades. Transcript: https://www.spectramarkets.com/tmtf-transcript-27mar25/
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    37 m
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