The Macro Trading Floor

The Real Stress Is Not In The US, But Elsewhere | Brent Donnelly


Listen Later

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Brent Donnelly President of Spectra Markets for a discussion on the economic weakness around the world. With market participants focusing on the U.S as Powell continues to fight inflation, Brent reminds us that the real stress is not in the U.S, but elsewhere. Looking to Canada, Brent walks through the fragility he sees in the Canadian economy, and discusses vulnerability in the housing market as mortgages reprice with higher interest rates. Finally, Brent shares his actionable trade idea, but to hear that, you'll have to tune in! -- Today, The Macro compass graduates from the biggest macro newsletter in the world to an all-round platform whose aim is to help investors fill the data, tools and macro knowledge gap they unfortunately face versus Wall Street. It will be a macro learning journey filled with educational reports, interactive tools and actionable portfolio strategy to help you become a better macro investor. And if you are an institutional investor already, the Pro tier will help sharpen your macro game through dedicated professional products and tools. As a listener of The Macro Trading Floor, you can use the code ''TMTF'' for a 10% discount and sign up for the tier that best fits your needs starting from only $27 per month. Sign up here: https://www.themacrocompass.com/our-products/ -- Follow Brent: https://twitter.com/donnelly_brent Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:50) Top Stories of The Week (11:36) Feature Interview With Brent Donnelly (16:24) Drawing Comparisons Between 2022 & 2001 (21:19) Brent's Outlook On Inflation (29:16) The Housing Market (33:45) Brent's Actionable Trade Idea (42:21) Post Interview: Final Thoughts (53:38) Launching The Macro Compass Platform -- 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
View all episodesView all episodes
Download on the App Store

The Macro Trading FloorBy Alfonso Peccatiello & Brent Donnelly

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

208 ratings


More shows like The Macro Trading Floor

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

578 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,059 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

921 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

908 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

80 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

364 Listeners

Saxo Market Call by SaxoStrats

Saxo Market Call

107 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

69 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

98 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

466 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

376 Listeners

Forward Guidance by Blockworks

Forward Guidance

280 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

22 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

351 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

99 Listeners