The Macro Trading Floor

The Macro Trading Floor

Author: Alfonso Peccatiello & Brent Donnelly Language: English Episodes: 100
Alfonso Peccatiello and Brent Donnelly bring the high-stakes energy of a dealing room straight to your headphones with The Macro Trading Floor. This isn't a dry lecture on economic theory; it's a dynamic conversation where complex global themes-from central bank decisions and inflation trends to geopolitical shifts and technological disruptions-are translated into clear market language. You'll hear their unfiltered analysis and genuine back-and-forth, which often leads to specific, actionable ideas for navigating currencies, bonds, and equities. The discussion naturally spans business, investing, and news, reflecting the hosts' own trading-floor mentality where all information is connected. Tune in for a blend of seasoned perspective and lively debate that makes understanding the forces moving your money both engaging and practical. Each episode of this podcast feels like getting a direct feed from two experts who are as focused on the "why" behind market moves as they are on the potential opportunities those moves create.
Episodes
Macro Is Back With A Vengeance | Steve Drobny [not-audio_url] [/not-audio_url]

Duration: 48:17
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 spurring the return o…
The Chinese Reopening: Bullish Or Bearish Oil? | Nitesh Shah [not-audio_url] [/not-audio_url]

Duration: 56:38
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 will effect commodity ma…
Inflation Will Fall off A Cliff In 2023 | Warren Pies [not-audio_url] [/not-audio_url]

Duration: 57:52
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 walking through the current…
Felix Zulauf: The Fed Is Making A Policy Error [not-audio_url] [/not-audio_url]

Duration: 1:04:35
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. Taking us on a globa…
Jurrien Timmer: The Trade For A 2023 Recession [not-audio_url] [/not-audio_url]

Duration: 55:41
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. How could a recession…
How To Trade The Chinese Turbulence | Alex Campbell [not-audio_url] [/not-audio_url]

Duration: 57:04
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, to the show for a disc…
Thomas Thornton: This Bear Market Isn't Over Yet [not-audio_url] [/not-audio_url]

Duration: 53:05
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 what has happened in 2022…
Jacob Shapiro: From Globalization To A Multipolar World [not-audio_url] [/not-audio_url]

Duration: 59:31
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. In 2022, geopolitic…
The Real Stress Is Not In The US, But Elsewhere | Brent Donnelly [not-audio_url] [/not-audio_url]

Duration: 55:31
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 participants focusing on th…

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