The Macro Trading Floor

Alfonso Peccatiello & Brent Donnelly
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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!

  1. HACE 11 H

    Gold & Cockroaches

    Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: TMTF Trade Of The Week In this episode, Alf and Brent discuss the massive rally in precious metals: what's behind it? Is it a broad debasement theme or just a big momentum trade? And is Dimon right when he talks about more cockroaches in credit markets?

    32 min

  2. 10 OCT

    Buy The Bubble or Watch It Burst?

    Alf and Brent discuss the massive AI-driven rally which is beginning to have strong implications for broader markets and the economy. Brent presents the consensus view from several hedge fund PMs he met in Singapore - are they riding the bubble or afraid it's going to burst soon? And what about bonds, gold, and the USD? Get in touch with Alf via Bloomberg (ping him at Alfonso Peccatiello) or via email at alf@palinurocapital.com Get in touch with Brent via Bloomberg (ping him at Brent Donnelly) or via email at bdonnelly@spectramarkets.com

    35 min

  3. 6 SEP

    Cracks In The US Labor Market - What Next?

    Alf and Brent discuss the recent NFP print and its implications for markets. They also reflect on the right framework to apply to RSI and options when dealing with asset classes having skewed return distributions. To contact Alf and Brent, send a Bloomberg IB to Brent Donnelly and Alfonso Peccatiello

    33 min

  4. 29 AGO

    The Truth Behind Fiscal Dominance

    Alf and Brent discuss the latest attempt from Trump to gain more control over the Fed, and the implications this might have on multiple asset classes. They also discuss the JPY and the political situation in France.

    29 min

  5. 23 AGO

    Run It Hot Hot Hot

    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?

    35 min

  6. 8 AGO

    Is The Fed Ready To Capitulate Dovish?

    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.

    34 min

  7. 1 AGO

    The Tariff Mismatch Theory

    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?

    32 min

  8. 25 JUL

    Carry & Options In A Trump World

    Alf and Brent discuss the recent clashes between the Trump administration and the Fed, the more friendly deal-making stance on tariff deals, and how to use options when trying to capture convex moves and incorporate carry into your thinking.

    37 min
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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!

Información

  • Creador
    Alfonso Peccatiello & Brent Donnelly
  • Años de actividad
    2022 - 2025
  • Episodios
    119
  • Clasificación
    Apto
  • Copyright
    © Copyright Alfonso Peccatiello

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