''Run It Hot'': The Comeback?

''Run It Hot'': The Comeback?

Author: Alfonso Peccatiello & Brent Donnelly November 14, 2025 Duration: 28:29
Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward? Want to reach out to Alf or Brent? Alfonso Peccatiello on Bloomberg chat, or alf@themacrocompass.com Brent Donnelly on Bloomberg chat, or bdonnelly@spectramarkets.com

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
Is The Recession Already Over? [not-audio_url] [/not-audio_url]

Duration: 32:38
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 bullish movements in…
Are Markets Really Priced For A Recession? | John Normand [not-audio_url] [/not-audio_url]

Duration: 55:40
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 recession in history…
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…

«1...678910