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
Felix Zulauf: The Fed Is Making A Policy Error
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Felix Zulauf of Zulauf Consulting for a discussion on the changing macro landscape and the policy error the Fed is making.…
01:04:35 |
Mon 19 Dec 2022
Jurrien Timmer: The Trade For A 2023 Recession
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Jurrien Timmer Director of Global Macro at Fidelity for a discussion about the recession many analysts see ahead in 2023. …
00:55:41 |
Sun 11 Dec 2022
How To Trade The Chinese Turbulence | Alex Campbell
We apologise for any minor audio issues you may experience on today's episode. -- On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Alex Campbell, the Founder of Rose AI, t…
00:57:04 |
Sun 04 Dec 2022
Thomas Thornton: This Bear Market Isn't Over Yet
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Thomas Thornton of Hedge Fund Telemetry joins the show to discuss the equity bear market in 2022. Tommy walks through wha…
00:53:05 |
Sun 27 Nov 2022
Jacob Shapiro: From Globalization To A Multipolar World
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jacob Shapiro, Director of Geopolitics at Cognitive Investments for a discussion on the global trend to a multipolar world…
00:59:31 |
Sun 20 Nov 2022
The Real Stress Is Not In The US, But Elsewhere | Brent Donnelly
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 parti…
00:55:31 |
Sun 13 Nov 2022
Debt, Demographics & Deflation Ahead | Raoul Pal
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Raoul Pal CEO & Co-Founder, Real Vision & Global Macro Investor to the show for a discussion on debt, demographics and def…
00:59:58 |
Sun 06 Nov 2022
Natural Gas Prices Plunge, But For How Long?
On today’s episode of “The Macro Trading Floor,” Andreas is joined by Jack Farley Host of Forward Guidance to discuss big tech earnings, preparing for a recession in Europe and natural gas prices. N…
00:43:02 |
Sun 30 Oct 2022
Is There A Bull Case For Markets? | Michael Gayed
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Michael Gayed of Toroso Investments and publisher of The Lead-Lag Report to the show for a discussion on if their is a bul…
00:55:56 |
Sun 23 Oct 2022
Bonds Will Perform Better Than Stocks, Here’s Why | Mikael Sarwe
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Mikael Sarwe, director and head of Strategy Sweden at Nordea, to the show. Sarwe argues that with collapsing liquidity dr…
00:50:09 |
Sun 16 Oct 2022
John Porter: Here Is How The Next 6 Months Will Look
On today’s episode of “The Macro Trading Floor,” Alfonso welcomes John Porter Principal of Mercator Financial Advisors to the show. With a background spanning from CIO at the World Bank, Managing Di…
00:55:57 |
Sun 09 Oct 2022
The Good, The Bad & The Safe Haven
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso discuss the top stories of the week from the Bank of England announcing emergency gilt market operations, recent volatility in cur…
00:49:18 |
Sun 02 Oct 2022
Investors Are "Totally Unprepared", And This Is Why | Bob Elliott
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Bob Elliott Co-Founder, CEO & CIO of Unlimited Funds to the show. With U.S inflation still above 8%, Bob walks through pr…
00:54:12 |
Sun 25 Sep 2022
The Oil Bull Market Is NOT Over | Andrew Simon
On today’s episode of “The Macro Trading Floor,” Alfonso takes a week out and substitutes in Jack Farley Host of another Blockworks podcast titled "Forward Guidance". Andreas and Jack welcome Andre…
01:02:10 |
Sun 18 Sep 2022
Don't Bet Against The Swiss National Bank | Vincent Deluard
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Vincent Deluard Director of global macro at StoneX. Vincent outlines the new regime for inflation before taking a deep di…
00:54:56 |
Sun 11 Sep 2022
Ben Melkman: Expecting A U.S Dollar Decline
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Ben Melkman Founder & CIO of Light Sky Macro. Expecting a secular shift in inflation, Ben shares his thoughts on the curr…
00:57:50 |
Sun 04 Sep 2022
This Is What The Fed Will Do | David Woo
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 recessi…
00:56:29 |
Sun 28 Aug 2022
The Disinflationary Trend Is Over | Whitney Baker
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 Brid…
00:55:21 |
Sun 21 Aug 2022
Are You Paying Attention to Emerging Markets? | Nick Stadtmiller
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 jo…
00:56:57 |
Sun 14 Aug 2022
The Fed Will Break Inflation's Back, No Matter What | Teddy Vallee
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 firs…
00:53:37 |
Sun 07 Aug 2022
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