The Macro Trading Floor

By Alfonso Peccatiello & Brent Donnelly

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... more

4.9

209209 ratings

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about The Macro Trading Floor:

How many episodes does The Macro Trading Floor have?

The podcast currently has 117 episodes available.

The Macro Trading Floor episodes:

March 15, 2024 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/
...more
36min
March 08, 2024 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.
...more
40min
February 29, 2024 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
...more
37min
February 25, 2024 It's Back!
The Macro Trading Floor is back! And there are quite some surprises...
...more
1min
June 25, 2023 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 [email protected] 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!
...more
32min
June 18, 2023 The ECB Hikes As The Fed Pauses - Is This 2008 Again?
In this episode, Alf and Andreas discuss the decisions from the Fed, ECB and Bank of Japan. In a few episodes, The Macro Trading Floor is about to stop 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 [email protected] 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!
...more
39min
June 04, 2023 It's All About Liquidity & Inflation Now
The debt ceiling soap opera is over and hence it’s time to rebuild the Treasury General Account - Alf and Andreas bust some of the myths around this topic, and discuss the real market implications out of this. They also look at inflation developments around the world, labor markets and conclude with some actionable investment ideas. If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here! - Alf's website: https://www.themacrocompass.com/ - Andreas' website: https://stenoresearch.com/ Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
...more
44min
May 28, 2023 The AI 5 versus the S&P 495
Tech stocks are pushing stock indexes higher, with AI-related companies (NVIDIA?) leading the rally more decisively while the ''S&P 495'' doesn't join the party. Alf and Andreas discuss this trend, update us on the debt ceiling negotiations, and present some actionable trade ideas. If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here! - Alf's website: https://www.themacrocompass.com/ - Andreas' website: https://stenoresearch.com/ Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
...more
37min
May 21, 2023 A Macro Trader Playbook with Jim Leitner
How does a professional macro investor think about a multipolar world where investment opportunities and challenges might lie outside the US and China? How does he manage risks, correlations and how does he go about finding new trade ideas and implementing them? Jim Leitner is one of the great long-standing macro investors of our time and he joins Alf on The Macro Trading Floor to answer these questions. If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here! - Alf's website: https://www.themacrocompass.com/ - Andreas' website: https://stenoresearch.com/ Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
...more
39min
May 14, 2023 The Debt Ceiling Drama is Approaching
The X-Date for the debt ceiling is approaching and US politicians don't seem keen in finding a swift resolution. This will impact global liquidity, the bond markets and the US Dollar. Alf and Andreas discuss this theme, reflect over US inflation and present some actionable trade ideas. If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here! - Alf's website: https://www.themacrocompass.com/ - Andreas' website: https://stenoresearch.com/ Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
...more
38min

FAQs about The Macro Trading Floor:

How many episodes does The Macro Trading Floor have?

The podcast currently has 117 episodes available.

More shows like The Macro Trading Floor

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

578 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,066 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

908 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

83 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

361 Listeners

Saxo Market Call by SaxoStrats

Saxo Market Call

124 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

75 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

101 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

460 Listeners

Supply Shock by Blockworks

Supply Shock

108 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

379 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

24 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

395 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

133 Listeners