This Is It

This Is It

Author: Alfonso Peccatiello & Brent Donnelly June 25, 2023 Duration: 31:27
A last, fascinating tour across global macro asset classes before Alf and Andreas switch the lights off for a while. Want to keep up with Andreas and Alf’s macro views? You can keep up with Andreas through the brand new macro podcast called ‘Macro Sunday’ as well as through his research platform at www.stenoresearch.com, where you can currently get a 30% discount with the code ‘macro30’. Also remember to follow Andreas at @andreassteno on Twitter. Going to miss Alf’s views on TMTF? No worries! Alf offers a bespoke service for institutional investors where he provides dedicated research and trade ideas leveraging on his experience running money and having been in your seat before (all also available in podcast/audio format like TMTF!) - send us an email at pro@themacrocompass.com to discuss a deal! If you are not an institutional investor and you think you'll miss Alf’s analysis on TMTF, his timely macro strategy pieces and trade ideas are available also in podcast format on TheMacroCompass.com - check it out!

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 Hiking Cycle Is Over [not-audio_url] [/not-audio_url]

Duration: 34:13
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivot. Have the probabili…
The End of The US Dollar? [not-audio_url] [/not-audio_url]

Duration: 33:02
On today's episode of The Macro Trading Floor, Alfonso & Andreas begin by discussing the banking turmoil of recent weeks and how commercial real estate could impact loan books in both the U.S and Europe. Alfonso & Andrea…
Banks: The Big Picture [not-audio_url] [/not-audio_url]

Duration: 48:39
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued turmoil across the banking sector. Alfonso & Andreas break down the liquidity measures set in place for the current period of banking…
From Liquidity To A Credit Crisis [not-audio_url] [/not-audio_url]

Duration: 44:24
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued fallout from the collapse of Silicon Valley Bank, and what it means for markets. The Fed's H.4.1 report was released this past week,…
Panic In The Banking System [not-audio_url] [/not-audio_url]

Duration: 43:02
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the collapse of Silicon Valley Bank. On a historic week where we saw the collapse of the largest bank since 2008, we walk through the dynamics…
It's Lonely On Disinflation Island  [not-audio_url] [/not-audio_url]

Duration: 34:30
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the data points suggesting a possible resurgence of inflation in both the U.S and Europe. As the yield curve continues to reprice higher, how does…
There's No Bull Case For Risk Assets [not-audio_url] [/not-audio_url]

Duration: 37:50
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked question right now, hard landing, soft landing or no landing? As the U.S hou…
Why Is Powell Ignoring "Animal Spirits" [not-audio_url] [/not-audio_url]

Duration: 39:17
On today's episode of The Macro Trading Floor, Alfonso & Andreas reflect on the first six weeks of 2023. As most investors anticipated recessionary pressures in H1, and for markets to head lower, so far "animal spirits"…
Recession, Soft Landing or Higher For Longer? | Kevin Flanagan [not-audio_url] [/not-audio_url]

Duration: 57:19
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome Kevin Flanagan Head of Fixed Income Strategy at WisdomTree for a discussion on everything happening in global bond markets. Since 2022, the conse…
Animal Spirits Are Back For Markets [not-audio_url] [/not-audio_url]

Duration: 32:55
On today's episode of The Macro Trading Floor, Alfonso & Andreas take a look into another busy week in central banking with the Fed, ECB & BoE all announcing further rate hikes on their tightening cycles. Markets have ra…