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
  • Financial Repression Is Here To Stay

    Financial Repression Is Here To Stay
    Oct 18 2024
    Alf and Brent discuss the recent sharp moves in US election polls and betting markets: Trump's odds are moving up, and so are the odds of a Red Sweep. Is the market fully incorporating these odds? Also, the duo discusses the possibility of persistent financial repression regardless of who prevails in US elections. Finally, they engage in a discussion about the importance of correlations for macro portfolios. Want to be in touch with Alf? Ping Alfonso Peccatiello on Bloomberg or enroll in the two-weeks free trial of his institutional research: https://forms.gle/5GfSwfzovsFpCA5q7 Want to be in touch with Brent? Ping Brent Donnelly on Bloomberg or visit spectramarkets.com Transcript: https://www.spectramarkets.com/tmtf-transcript-18oct24/
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    38 m
  • What If The Fed Made a Mistake?

    What If The Fed Made a Mistake?
    Oct 11 2024
    Alf and Brent discuss the most recent US macro data releases: the hurricane impacted jobless claims, and core inflation has surprised to the upside. Trump now seems to decidedly lead the polls, and his policies could be inflationary. Did the Fed make a mistake by cutting 50 bps? The duo also discusses the Saturday Chinese fiscal press conference, and how to handle seasonality in your trading framework. Alf's Macro Research Trial (Free): https://forms.gle/6azecq2XhMW2ZFXa8 Brent's Newsletter: https://www.spectramarkets.com/ Transcript: https://www.spectramarkets.com/tmtf-transcript-11oct24/
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    39 m
  • Macro Risks On The Horizon

    Macro Risks On The Horizon
    Oct 4 2024
    EXCLUSIVE DISCOUNT TO ALF & BRENT CONFERENCE https://www.spectramarkets.com/macro-roadmap-2025/ Use the coupon TMTF to get $200 OFF. Only for the first 100 users - first come, first serve! ------------------------------------------------------------------------------------------ Alf and Brent discuss the many risks on the horizon: the Middle-East escalation, China following up (or not) with real economic stimulus, elections and more. Today’s episode: https://www.spectramarkets.com/tmtf-transcript-04oct24/
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    35 m

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