The Macro Trading Floor Podcast Por Alfonso Peccatiello & Brent Donnelly capa

The Macro Trading Floor

The Macro Trading Floor

De: Alfonso Peccatiello & Brent Donnelly
Ouça grátis

Sobre este áudio

 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 Economia Finanças Pessoais Política e Governo
Episódios
  • Run It Hot Hot Hot

    Run It Hot Hot Hot
    Aug 23 2025
    Alf and Brent discuss the surprising Jackson Hole speech in which Powell opened up to interest rate cuts already in September. Markets are reacting strongly, but the real question is what should we expect if Trump runs the economy hot alongside a dovish Fed in 2026?
    Exibir mais Exibir menos
    35 minutos
  • Is The Fed Ready To Capitulate Dovish?

    Is The Fed Ready To Capitulate Dovish?
    Aug 8 2025
    Alf and Brent discuss the weak labor market data and the likely Fed reaction function. The duo also reflects on how you might be right on the macro idea, but market pricing at inception of your trade matters sometimes more than whether you were directionally right or wrong.
    Exibir mais Exibir menos
    34 minutos
  • The Tariff Mismatch Theory

    The Tariff Mismatch Theory
    Aug 1 2025
    Alf and Brent discuss the sharp USD repricing and the market positioning for a mild tariff impact on the US economy - what if we get a surprising slowdown over the next few months instead?
    Exibir mais Exibir menos
    32 minutos
Ainda não há avaliações