The Macro Trading Floor
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!
- Update frequency
- every 7 days
- Average duration
- 42 minutes
- Episodes
- 117
- Years Active
- 2022 - 2025
The Credit Crunch is Here
Subscribe to The Macro Trading Floor YouTube channel: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- Alf and Andreas discuss the recent Federal Reserve and ECB decisions and the market…
00:34:06 |
Sun 07 May 2023
First Republic Under Stress, Now What?
Subscribe To The Macro Trading Floor: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued banking turmoi…
00:43:12 |
Sun 30 Apr 2023
What's Happening In Global Macro?
Subscribe to The Macro Trading Floor YouTube channel: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Trading Floor, Alfonso & Andreas take a tour of the g…
00:38:32 |
Sun 23 Apr 2023
Here Is Why Markets Are Rallying
On today's episode of The Macro Trading Floor, Alfonso & Andreas begin by breaking down the bank earnings on the back of the recent banking turmoil across markets. We then discuss why markets are ra…
00:38:25 |
Sun 16 Apr 2023
The Hiking Cycle Is Over
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivo…
00:34:13 |
Sun 09 Apr 2023
The End of The US Dollar?
On today's episode of The Macro Trading Floor, Alfonso & Andreas begin by discussing the banking turmoil of recent weeks and how commercial real estate could impact loan books in both the U.S and Eur…
00:33:02 |
Sun 02 Apr 2023
Banks: The Big Picture
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued turmoil across the banking sector. Alfonso & Andreas break down the liquidity measures set in place for the curr…
00:48:39 |
Sun 26 Mar 2023
From Liquidity To A Credit Crisis
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued fallout from the collapse of Silicon Valley Bank, and what it means for markets. The Fed's H.4.1 report was rel…
00:44:24 |
Sun 19 Mar 2023
Panic In The Banking System
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the collapse of Silicon Valley Bank. On a historic week where we saw the collapse of the largest bank since 2008, we walk…
00:43:02 |
Sun 12 Mar 2023
It's Lonely On Disinflation Island
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the data points suggesting a possible resurgence of inflation in both the U.S and Europe. As the yield curve continues to repr…
00:34:30 |
Sun 05 Mar 2023
There's No Bull Case For Risk Assets
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked question right now, hard landing, soft landing or no la…
00:37:50 |
Sun 26 Feb 2023
Why Is Powell Ignoring "Animal Spirits"
On today's episode of The Macro Trading Floor, Alfonso & Andreas reflect on the first six weeks of 2023. As most investors anticipated recessionary pressures in H1, and for markets to head lower, so …
00:39:17 |
Sun 19 Feb 2023
Recession, Soft Landing or Higher For Longer? | Kevin Flanagan
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome Kevin Flanagan Head of Fixed Income Strategy at WisdomTree for a discussion on everything happening in global bond markets. …
00:57:19 |
Sun 12 Feb 2023
Animal Spirits Are Back For Markets
On today's episode of The Macro Trading Floor, Alfonso & Andreas take a look into another busy week in central banking with the Fed, ECB & BoE all announcing further rate hikes on their tightening cy…
00:32:55 |
Sun 05 Feb 2023
Is The Recession Already Over?
On today's episode of "The Macro Trading Floor," Andreas and Alfonso interpret the latest macroeconomic data and prepare for a week of important central bank meetings. They wonder whether the recent …
00:32:38 |
Sun 29 Jan 2023
Are Markets Really Priced For A Recession? | John Normand
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome John Normand Cross-Asset Strategist, JPM alum for a global macro tour of the world. John walks through the most anticipated…
00:55:40 |
Sun 22 Jan 2023
Macro Is Back With A Vengeance | Steve Drobny
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Steve Drobny Founder and CEO at Clocktower Group for an inside look into the hedge fund industry. With the past two years…
00:48:17 |
Sun 15 Jan 2023
The Chinese Reopening: Bullish Or Bearish Oil? | Nitesh Shah
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Nitesh Shah Head of Commodity and Macroeconomic Research at WisdomTree for a discussion on the China reopening, how it wil…
00:56:38 |
Sun 08 Jan 2023
A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen
On today's episode of "The Macro Trading Floor," Andreas and Alfonso look back at 2022, before sharing their global macro outlook for 2023. Reflecting on the best trades of the year, Andreas and Alf…
00:47:21 |
Sun 01 Jan 2023
Inflation Will Fall off A Cliff In 2023 | Warren Pies
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Warren Pies Founder of 3Fourteen Research for a discussion on what to expect as we head into 2023. Warren begins by walki…
00:57:52 |
Sun 25 Dec 2022
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