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The Macro Trading Floor
Alfonso Peccatiello & Brent Donnelly
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!
142 episodes tracked
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AI Selloff: Technical or Macro?
The Macro Trading Floor
36m ·
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The Credit Market Boogeyman
The Macro Trading Floor
35m ·
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AI Bubble Popping Or A Boring Pullback?
The Macro Trading Floor
30m ·
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6% Yields Next & Will Stonks Handle It?
The Macro Trading Floor
40m ·
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Macro Blowups Everywhere - What Now?
The Macro Trading Floor
38m ·
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On Bessent, Gold & Idiosyncratic Trades
The Macro Trading Floor
35m ·
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On Sizing Options, The Fed and The JPY
The Macro Trading Floor
37m ·
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Warsh Woke Up The Bond Vigilantes
The Macro Trading Floor
38m ·
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The Orange Variable
The Macro Trading Floor
35m ·
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The Rebasement Trade
The Macro Trading Floor
30m ·
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The Inflation Ghost, Gold and Options
The Macro Trading Floor
37m ·
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Process, Process, Process
The Macro Trading Floor
33m ·
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Macro Investing In A Post-Hormuz World
The Macro Trading Floor
33m ·
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New All-Time Highs Are Here: Now What?
The Macro Trading Floor
37m ·
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Frameworks To Trade The Hormuz Crisis
The Macro Trading Floor
33m ·
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How To Trade Macro In A War
The Macro Trading Floor
33m ·
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Hormuz & The Terms of Trade Shock
The Macro Trading Floor
37m ·
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The New Fed vs The Good Old Bond Market
The Macro Trading Floor
37m ·
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US Dollar Hedging: A Real Risk or Just a Narrative?
The Macro Trading Floor
37m ·
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Japanese Macro Tails
The Macro Trading Floor
36m ·
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The Everything SuperCycle?
The Macro Trading Floor
37m ·
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More Pain Ahead Or Buy The Dip?
The Macro Trading Floor
30m ·
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''Run It Hot'': The Comeback?
The Macro Trading Floor
28m ·
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We Have A Deal: Now What?
The Macro Trading Floor
31m ·
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Momentum Shock: What Next For Markets?
The Macro Trading Floor
29m ·
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Gold & Cockroaches
The Macro Trading Floor
31m ·
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Buy The Bubble or Watch It Burst?
The Macro Trading Floor
35m ·
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Cracks In The US Labor Market - What Next?
The Macro Trading Floor
33m ·
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The Truth Behind Fiscal Dominance
The Macro Trading Floor
29m ·
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Run It Hot Hot Hot
The Macro Trading Floor
35m ·
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Is The Fed Ready To Capitulate Dovish?
The Macro Trading Floor
33m ·
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The Tariff Mismatch Theory
The Macro Trading Floor
32m ·
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Carry & Options In A Trump World
The Macro Trading Floor
37m ·
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Macro Crossroads: What's Next For Markets?
The Macro Trading Floor
36m ·
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Time For The Fed To Turn Dovish?
The Macro Trading Floor
32m ·
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Another $5 Trillion of US Deficits in 10 Years: Now What?
The Macro Trading Floor
22m ·
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Recession Risks & Reflexivity
The Macro Trading Floor
36m ·
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Trillions of US Dollars To Sell?!
The Macro Trading Floor
32m ·
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The Bond Vigilantes Are Here
The Macro Trading Floor
36m ·
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You Ready For Liberation Day?
The Macro Trading Floor
36m ·
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Wake Up: The German Fiscal Stimulus Is Huge
The Macro Trading Floor
36m ·
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Growth Scare: Yes or No?
The Macro Trading Floor
37m ·
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The Next Big Macro Trade
The Macro Trading Floor
35m ·
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How To Trade Tariff Day
The Macro Trading Floor
33m ·
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The UK Bond Market Is Imploding
The Macro Trading Floor
35m ·
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The Most Hawkish Fed In Years - What Now?
The Macro Trading Floor
38m ·
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The US Dilemma in 2025
The Macro Trading Floor
36m ·
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Trading Trump 2.0
The Macro Trading Floor
33m ·
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Trump's Secret Agenda
The Macro Trading Floor
34m ·
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The Bond Market Is On Fire
The Macro Trading Floor
36m ·
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Financial Repression Is Here To Stay
The Macro Trading Floor
38m ·
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What If The Fed Made a Mistake?
The Macro Trading Floor
39m ·
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Macro Risks On The Horizon
The Macro Trading Floor
34m ·
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Unpacking The Chinese Stimulus Bazooka
The Macro Trading Floor
36m ·
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How To Trade The Fed Cutting Cycle
The Macro Trading Floor
35m ·
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The World is Different Now
The Macro Trading Floor
41m ·
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Will The Fed Cut by 25 or 50 bps?
The Macro Trading Floor
36m ·
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How & When The Best Macro Investors Use Options
The Macro Trading Floor
40m ·
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A Tale of Crowded Macro Trades
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36m ·
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Macro Mayhem!
The Macro Trading Floor
39m ·
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Explaining This Brutal Stocks Sell-Off
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37m ·
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Where To Find Cheap Macro Optionality
The Macro Trading Floor
39m ·
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It's Macro ShowTime!
The Macro Trading Floor
39m ·
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Option Markets Are Eating The World
The Macro Trading Floor
37m ·
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What Powell Really Meant
The Macro Trading Floor
39m ·
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Risk Management Principles
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38m ·
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Don't Make This Mistake
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28m ·
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How Macro Traders Navigate Uncertainties
The Macro Trading Floor
37m ·
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How To Trade Macro Now?
The Macro Trading Floor
35m ·
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Early Signs of Weakness
The Macro Trading Floor
37m ·
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A New Fed Put?
The Macro Trading Floor
37m ·
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A Contrarian Macro Thesis
The Macro Trading Floor
37m ·
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What if Hikes are Stimulative?!
The Macro Trading Floor
36m ·
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Yes, But What Will Break Markets?
The Macro Trading Floor
37m ·
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The Next Big Trade?
The Macro Trading Floor
36m ·
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Macro Traders Reflections
The Macro Trading Floor
36m ·
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Dario Perkins: These Central Banks Better Pivot Fast
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36m ·
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Volatility is Coming
The Macro Trading Floor
35m ·
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Animal Spirits Running Loose
The Macro Trading Floor
39m ·
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Macro Opportunities Around The World
The Macro Trading Floor
36m ·
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This Is It
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31m ·
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The ECB Hikes As The Fed Pauses - Is This 2008 Again?
The Macro Trading Floor
38m ·
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It's All About Liquidity & Inflation Now
The Macro Trading Floor
43m ·
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The AI 5 versus the S&P 495
The Macro Trading Floor
36m ·
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A Macro Trader Playbook with Jim Leitner
The Macro Trading Floor
38m ·
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The Debt Ceiling Drama is Approaching
The Macro Trading Floor
37m ·
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The Credit Crunch is Here
The Macro Trading Floor
34m ·
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First Republic Under Stress, Now What?
The Macro Trading Floor
43m ·
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What's Happening In Global Macro?
The Macro Trading Floor
38m ·
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Here Is Why Markets Are Rallying
The Macro Trading Floor
38m ·
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The Hiking Cycle Is Over
The Macro Trading Floor
34m ·
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The End of The US Dollar?
The Macro Trading Floor
33m ·
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Banks: The Big Picture
The Macro Trading Floor
48m ·
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From Liquidity To A Credit Crisis
The Macro Trading Floor
44m ·
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Panic In The Banking System
The Macro Trading Floor
43m ·
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It's Lonely On Disinflation Island
The Macro Trading Floor
34m ·
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There's No Bull Case For Risk Assets
The Macro Trading Floor
37m ·
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Why Is Powell Ignoring "Animal Spirits"
The Macro Trading Floor
39m ·
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Recession, Soft Landing or Higher For Longer? | Kevin Flanagan
The Macro Trading Floor
57m ·
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Animal Spirits Are Back For Markets
The Macro Trading Floor
32m ·
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Is The Recession Already Over?
The Macro Trading Floor
32m ·
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Are Markets Really Priced For A Recession? | John Normand
The Macro Trading Floor
55m ·
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Macro Is Back With A Vengeance | Steve Drobny
The Macro Trading Floor
48m ·
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The Chinese Reopening: Bullish Or Bearish Oil? | Nitesh Shah
The Macro Trading Floor
56m ·
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A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen
The Macro Trading Floor
47m ·
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Inflation Will Fall off A Cliff In 2023 | Warren Pies
The Macro Trading Floor
57m ·
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Felix Zulauf: The Fed Is Making A Policy Error
The Macro Trading Floor
1h 04m ·
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Jurrien Timmer: The Trade For A 2023 Recession
The Macro Trading Floor
55m ·
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How To Trade The Chinese Turbulence | Alex Campbell
The Macro Trading Floor
57m ·
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Thomas Thornton: This Bear Market Isn't Over Yet
The Macro Trading Floor
53m ·
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Jacob Shapiro: From Globalization To A Multipolar World
The Macro Trading Floor
59m ·
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The Real Stress Is Not In The US, But Elsewhere | Brent Donnelly
The Macro Trading Floor
55m ·
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Debt, Demographics & Deflation Ahead | Raoul Pal
The Macro Trading Floor
59m ·
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Natural Gas Prices Plunge, But For How Long?
The Macro Trading Floor
43m ·
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Is There A Bull Case For Markets? | Michael Gayed
The Macro Trading Floor
55m ·
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Bonds Will Perform Better Than Stocks, Here’s Why | Mikael Sarwe
The Macro Trading Floor
50m ·
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John Porter: Here Is How The Next 6 Months Will Look
The Macro Trading Floor
55m ·
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The Good, The Bad & The Safe Haven
The Macro Trading Floor
49m ·
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Investors Are "Totally Unprepared", And This Is Why | Bob Elliott
The Macro Trading Floor
54m ·
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The Oil Bull Market Is NOT Over | Andrew Simon
The Macro Trading Floor
1h 02m ·
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Don't Bet Against The Swiss National Bank | Vincent Deluard
The Macro Trading Floor
54m ·
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Ben Melkman: Expecting A U.S Dollar Decline
The Macro Trading Floor
57m ·
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This Is What The Fed Will Do | David Woo
The Macro Trading Floor
56m ·
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The Disinflationary Trend Is Over | Whitney Baker
The Macro Trading Floor
55m ·
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Are You Paying Attention to Emerging Markets? | Nick Stadtmiller
The Macro Trading Floor
56m ·
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The Fed Will Break Inflation's Back, No Matter What | Teddy Vallee
The Macro Trading Floor
53m ·
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Shorting The Nasdaq With Butterfly Spreads | Dean Curnutt
The Macro Trading Floor
1h 03m ·
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Diego Parrilla: China Is Running Out Of Options
The Macro Trading Floor
1h 00m ·
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Marko Papic: Game Over For The Oil Bulls
The Macro Trading Floor
52m ·
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A Trade For The U.S Dollar's Reversal | Julian Brigden
The Macro Trading Floor
1h 01m ·
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Russell Clark: Brace For Structurally Higher Inflation
The Macro Trading Floor
57m ·
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Two Trades To Navigate This Regime Shift
The Macro Trading Floor
48m ·
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Frances Donald: The Yield Curve Signals A Huge Warning
The Macro Trading Floor
57m ·
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We Are Headed For A Deep Recession | Jesse Felder
The Macro Trading Floor
53m ·
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Nick Givanovic: This is How You Kill Inflation
The Macro Trading Floor
58m ·
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Darius Dale: The Most Hated 20% Rally Ahead of Us
The Macro Trading Floor
1h 01m ·
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Dario Perkins: Watch Out for Another 20% Drop in Equities
The Macro Trading Floor
51m ·
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This Will Blow Up, And This Will Be Your Safe Haven
The Macro Trading Floor
1h 02m ·
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Saxo Bank CIO: Gold to $2500 | Steen Jakobsen
The Macro Trading Floor
51m ·
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Mike Green: The Fed's Already Breaking Markets
The Macro Trading Floor
1h 09m ·
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Lyn Alden: A Pendulum Between Stagflation & Reflation
The Macro Trading Floor
53m ·
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Jim Leitner: A Trade for the Commodity Supercycle
The Macro Trading Floor
54m ·
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