68 episodes

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!

The Macro Trading Floor Alfonso Peccatiello & Brent Donnelly

    • Business
    • 4.9 • 192 Ratings

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!

    Dario Perkins: These Central Banks Better Pivot Fast

    Dario Perkins: These Central Banks Better Pivot Fast

    This week Alf welcomes Dario Perkins to the show. Dario discusses how we got here with much more benign inflationary dynamics without a big damage to labor markets - hint: Central Bankers were lucky more than skilled. Dario and Alf discuss the path ahead for economies and monetary policy, and a trade idea. Alf opens and closes the show with his thoughts on the big Central Bank events of the week. Go and follow Dario on Twitter (@darioperkins). And share the word about TMTF with a friend!

    • 36 min
    Volatility is Coming

    Volatility is Coming

    The bond market is waking up to the idea that inflation might be a bit stickier and the Fed's hands are tied. Alf and Brent discuss what this implies for global macro asset classes, and highlight a few trade ideas. 

    Sign up for the free waiting list for Brent's upcoming Spectra School course: https://www.spectramarkets.com/school/

    • 35 min
    Animal Spirits Running Loose

    Animal Spirits Running Loose

    Alf and Brent discuss how animal spirits seem to be running loose in several asset classes. Signs are evident not only in stocks but also in gold, Bitcoin and option markets. They also focus on Japan and the potential tectonic shifts in the Bank of Japan monetary policy stance.

    • 39 min
    Macro Opportunities Around The World

    Macro Opportunities Around The World

    Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect the odds of a soft landing. Is there a trade maybe? They then move their focus to Canada, Europe, New Zealand, China: a tour around the world searching for macro opportunities. Two trade ideas and the most useful/stupidest thing they heard this week to top up the comeback episode of The Macro Trading Floor!
     
    Link to the Kelly Criterion article: https://capitalgains.thediff.co/p/bankroll

    • 36 min
    It's Back!

    It's Back!

    The Macro Trading Floor is back! And there are quite some surprises...

    • 58 sec
    This Is It

    This Is It

    A last, fascinating tour across global macro asset classes before Alf and Andreas switch the lights off for a while. Want to keep up with Andreas and Alf’s macro views? You can keep up with Andreas through the brand new macro podcast called ‘Macro Sunday’ as well as through his research platform at www.stenoresearch.com, where you can currently get a 30% discount with the code ‘macro30’. Also remember to follow Andreas at @andreassteno on Twitter. Going to miss Alf’s views on TMTF? No worries! Alf offers a bespoke service for institutional investors where he provides dedicated research and trade ideas leveraging on his experience running money and having been in your seat before (all also available in podcast/audio format like TMTF!) - send us an email at pro@themacrocompass.com to discuss a deal! If you are not an institutional investor and you think you'll miss Alf’s analysis on TMTF, his timely macro strategy pieces and trade ideas are available also in podcast format on TheMacroCompass.com - check it out!

    • 31 min

Customer Reviews

4.9 out of 5
192 Ratings

192 Ratings

Somereviewer34635 ,

Excellent episode this week

Great job! Keep including more rates commentary with technicals . Any opinions on basis trades?

Inspector DickPhD ,

Hedgies swaps and risk

Brent’s Chipotle’s trade is excellent.

Ga76v80q ,

Best news this weekend

Glad to hear you’re coming back!! 👍🏼

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