The Macro Trading Floor

The US Dilemma in 2025


Listen Later

Alf and Brent discuss the US dilemma in 2025: should Trump be aggressive out of the gate with tariffs sacrificing growth for foreign policy victories, or should he focus on other priorities allowing Powell to cut rates and facilitate the refinancing of $7 trillion of maturing Treasuries? The duo also discussed the perils and benefits of leverage in trading and investing.


Do you want to ask questions to Brent and Alf?


Reach out to Alfonso Peccatiello and Brent Donnelly on Bloomberg.


Transcript: https://www.spectramarkets.com/tmtf-transcript-13dec24/

...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

581 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,052 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

912 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

79 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Saxo Market Call by SaxoStrats

Saxo Market Call

110 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

71 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

99 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

462 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

377 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

21 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

341 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners