First Republic Under Stress, Now What?

First Republic Under Stress, Now What?

Author: Alfonso Peccatiello & Brent Donnelly April 30, 2023 Duration: 43:12
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 turmoil as First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. How will this impact loan growth & credit creation in the economy, and how will that in turn impact markets? To hear all this & more, you'll have to tune in! -- Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://www.themacrocompass.com/ Subscribe To Steno Research: https://stenoresearch.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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.
Author: Language: English Episodes: 100

The Macro Trading Floor
Podcast Episodes
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…
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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…
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Jurrien Timmer: The Trade For A 2023 Recession [not-audio_url] [/not-audio_url]

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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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