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PODCAST

The Macro Trading Floor

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 trade ideas this is the podcast for you!

business investing

All Episodes

56:29

This Is What The Fed Will Do | David Woo

The Macro Trading Floor ·

2022/08/28

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome David Woo CEO of David Woo Unbound to the show. Recording ahead of Jackson Hole, David shares his outlook on a US recession, Fed policy vs economic growth, whether or not the Fed will be able to slay the inflation dragon and the importance of understanding politics as well as economics in this market regime. Finally, David shares his actionable trade idea, but to hear that, you'll have to tune in! -- “This episode is

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55:21

The Disinflationary Trend Is Over | Whitney Baker

The Macro Trading Floor ·

2022/08/21

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Whitney Baker CEO of Totem Macro to the show. With a background at some of the largest funds in the world, including Bridgewater, Whitney provides an expert view into the secular shift happening in markets today. Arguing that liquidity & globalization were two of the most important trends of the past 20 years, what will a secular reversal in both mean for markets going forward? To find out & hear Whitneys actionable trade

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56:57

Are You Paying Attention to Emerging Markets? | Nick...

The Macro Trading Floor ·

2022/08/14

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Nick Stadtmiller Director of Emerging Markets Strategy at Medley Advisors. With an expertise in emerging markets, Nick joins the show for a discussion on the macro forces driving EM's. From global inflation rates to the rising U.S Dollar's effect on EM currencies, Nick provides a region by region walkthrough of all the strongest and weakest emerging market's you can't afford to not pay attention too. Finally, Nick shares

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53:37

The Fed Will Break Inflation's Back, No Matter What |...

The Macro Trading Floor ·

2022/08/07

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Teddy Vallee, Founder & Chief Investment Officer at Pervalle Global. After positioning to be short everything in the first half of 2022, Teddy now sees an environment where inflation will begin to roll over. With typical growth indicators slowing down such as commodities, Teddy sees an attractive risk/reward in the bond market. Teddy then shares his actionable trade idea, but to hear that, you'll have to tune in! -- DAS

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63:46

Shorting The Nasdaq With Butterfly Spreads | Dean...

The Macro Trading Floor ·

2022/07/31

Dean is looking at shorting the Nasdaq 100 ETF ($QQQ) by using a "butterfly" spread. He wants to fade a Fed pivot (he wants to bet against the consensus that the Fed will reverse course and loosen policy) by shorting duration-sensitive equities such as those in the Nasdaq. -- DAS Digital Asset Summit is crypto's most institutional conference. DAS is the only conference that truly combines the worlds of macro finance and crypto, with speakers like Danielle DiMartino Booth, Mike Green, Jurrien

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60:29

Diego Parrilla: China Is Running Out Of Options

The Macro Trading Floor ·

2022/07/24

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome best selling author and investment manager at Quadriga Asset Management Diego Parrilla to the show for a discussion on China. Diego makes the point that China's growth over the past 20 years is no longer sustainable as they battle high debt levels, demographic collapse & now social upheaval as citizens boycott mortgage payments. Diego goes on to discuss recent FX moves in USD, CNY & HKD before centering his actionable

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52:09

Marko Papic: Game Over For The Oil Bulls

The Macro Trading Floor ·

2022/07/17

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Marko Papic Partner and Chief Strategist at Clocktower Group. With such a massive bull run in energy, particularly Oil since the March 2020 lows, is the bull run sustainable? With a geopolitical premium priced into energy markets since the Russian invasion of Ukraine, are oil and gas markets set to take another leg higher, or retrace 2021 & 2022 gains like the past couple of months? Marko walks through all of the factors

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61:53

A Trade For The U.S Dollar's Reversal | Julian Brigden

The Macro Trading Floor ·

2022/07/10

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Julian Brigden Co-Founder of MI2 Partners. Making the statement that "macro is back with a vengeance", Julian joins the show for a wide ranging discussion on inflation, misconceptions in the yield curve inversion, the factors driving an equity bear market and the U.S Dollar's structural decline. Expecting a structural rise in yields, Julian takes us back 800 years quoting a research piece by the BoE that identified all

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57:20

Russell Clark: Brace For Structurally Higher Inflation

The Macro Trading Floor ·

2022/07/03

On today’s episode of “The Macro Trading Floor,” Andreas is joined by Jack Farley, Host of the "Forward Guidance" Podcast as Alfonso is away on holiday. They discuss the top stories of the week including the recent sell-off in commodities, policy errors by the ECB and a recent interview with Jerome Powell, Andrew Bailey & Christine Lagarde. Andreas then welcomes Russell Clark, Former hedge fund manager of Russell Clark Investment Management for a discussion on the most important factor in markets

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48:20

Two Trades To Navigate This Regime Shift

The Macro Trading Floor ·

2022/06/26

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso discuss the top stories of the week before offering up their very own trade idea for manoeuvring this environment. With all eyes on the Bank of Japan as they fiercely defend their yield curve control, many investors are worried about something breaking in Japan. Alfonso highlights that "the only entity that can break something in Japan, is Japan itself". Just how will Kuroda and the BoJ be forced react to a weakening Yen, surging

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57:07

Frances Donald: The Yield Curve Signals A Huge Warning

The Macro Trading Floor ·

2022/06/19

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Frances Donald Global Chief Economist & Strategist at Manulife Investment Management. Walking through the most important macro factor right now, inflation, Frances shares how every central bankers worst nightmare is manifesting itself in markets. Sharing her outlook on inflation and the bond market, Frances sees a scenario where the flattening yield curve will lead to another inversion across 2's 10's & 5's 30's. Could a

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53:21

We Are Headed For A Deep Recession | Jesse Felder

The Macro Trading Floor ·

2022/06/12

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jesse Felder, author of The Felder Report. Felder argues that a strong dollar, severe interest rate spikes, and surging commodity prices indicate that a deep earnings recession is on the horizon. Felder explains why he thinks a Fed pivot is likely and fleshes out his macro thesis on stocks, bonds, and precious metals. For details of Jesse’s actionable trade idea, you will have to listen in! -- Follow Jesse:

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58:11

Nick Givanovic: This is How You Kill Inflation

The Macro Trading Floor ·

2022/06/05

On today's episode of "The Macro Trading Floor," Alfonso and Andreas are joined by Nick Givanovic. Nick provides a wealth of knowledge having spent over 40 year in the investment industry. From 1983 - 1993, Nick ran the largest bond book in the world, and has worked at some of the largest firms in the world including JP Morgan and Salomon. Nick joins the show to focus on the elephant in the room, inflation. Quoting Milton Friedman: "Inflation Is Always and Everywhere a Monetary Phenomenon", Nick

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61:19

Darius Dale: The Most Hated 20% Rally Ahead of Us

The Macro Trading Floor ·

2022/05/29

On today's episode of "The Macro Trading Floor," Alfonso and Andreas are joined by Darius Dale Founder & CEO of 42 Macro. After correctly forecasting a slowdown in economic growth, an end to the reflation trade & pricing in a bear market throughout 2022, Darius joins Alf and Andreas to share his macro thesis for the second half of the year. Is the market beginning to price in an earnings recession? Are investors signalling a rotation into bonds after one of the worst start to the year since 1788

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51:16

Dario Perkins: Watch Out for Another 20% Drop in...

The Macro Trading Floor ·

2022/05/22

On today's episode of "The Macro Trading Floor," Alfonso and Andreas are joined by Dario Perkins Managing Director, Global Macro at TS Lombard. Drawing parallels between today and the 1970's, Dario walks us through his macro framework as global economies face inflation, recession & structural demographic issues. As China experiences continued lockdowns, Europe struggles with it's worst cost of living crisis since the 1940's and the U.S undertakes its rapid tightening of financial conditions, Dario

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62:55

This Will Blow Up, And This Will Be Your Safe Haven

The Macro Trading Floor ·

2022/05/15

On today's episode of "The Macro Trading Floor," Alfonso and Andreas are joined by a very special guest to discuss the top stories of the week. After a week in markets few will forget, Alfonso & Andreas discuss the dilemma central banks around the world face as they embark on tightening financial conditions in the face of soaring inflation. After our guest walks us through their macro framework, they share their actionable trade idea. To hear that, you'll have to tune in! -- Follow Andreas:

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51:54

Saxo Bank CIO: Gold to $2500 | Steen Jakobsen

The Macro Trading Floor ·

2022/05/08

On today's episode of "The Macro Trading Floor," Alfonso and Andreas are joined by Saxo Bank CIO Steen Jakobsen. With 30+ years investing through some of the most volatile periods in market history, Steen compares previous market cycles to today's stating, "November last year was the single biggest event in my life". As the Fed begins its most aggressive market tightening cycle in recent history, Steen expects a paradigm shift in investor preference towards commodities over financial assets. After

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69:43

Mike Green: The Fed's Already Breaking Markets

The Macro Trading Floor ·

2022/05/01

On today’s episode of “The Macro Trading Floor,” Alfonso and Andreas are joined by Mike Green, portfolio manager and chief strategist at Simplify Asset Management. Mike shares his outlook for early signs of risks emerging in the economy and how those risks could impact markets throughout 2022. Drawing comparisons between the 2022 tech sell-off and the 2000 dot-com crash, Mike explains how the Fed is going to break markets. After walking us through his macro framework, Mike shares a trade he put on

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53:11

Lyn Alden: A Pendulum Between Stagflation & Reflation

The Macro Trading Floor ·

2022/04/24

On today’s episode of “The Macro Trading Floor,” Alfonso and Andreas are joined by Lyn Alden, founder of Lyn Alden Investment Strategy. Walking Alfonso and Andreas through her macro framework, Lyn explains the past two years of unorthodox monetary and fiscal policies. Drawing on the 1940s as an indicator, she correctly predicted the high inflation rates we’re currently seeing far ahead of most. Expecting a pendulum-style shift between reflation and stagflation, Lyn shares her actionable investment

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54:33

Jim Leitner: A Trade for the Commodity Supercycle

The Macro Trading Floor ·

2022/04/17

We are proud to present a brand new podcast launching on the Blockworks channel The Macro Trading Floor. Every week one of the best worldwide global macro investors will join Andreas Steno Larsen & Alfonso Peccatiello to discuss the economy, markets & provide an actionable trade idea. To kick off this exciting new series, Andreas & Alfonso are joined by Jim Leitner a market veteran who traded his way up on Wall Street, recording Billions in profits during the process. Now running his family office

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121 results

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