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!
Episodes (139)
On Bessent, Gold & Idiosyncratic Trades
The Macro Trading Floor
On Sizing Options, The Fed and The JPY
The Macro Trading Floor
Warsh Woke Up The Bond Vigilantes
The Macro Trading Floor
The Orange Variable
The Macro Trading Floor
The Rebasement Trade
The Macro Trading Floor
The Inflation Ghost, Gold and Options
The Macro Trading Floor
Process, Process, Process
The Macro Trading Floor
Macro Investing In A Post-Hormuz World
The Macro Trading Floor
New All-Time Highs Are Here: Now What?
The Macro Trading Floor
Frameworks To Trade The Hormuz Crisis
The Macro Trading Floor
How To Trade Macro In A War
The Macro Trading Floor
Hormuz & The Terms of Trade Shock
The Macro Trading Floor
The New Fed vs The Good Old Bond Market
The Macro Trading Floor
US Dollar Hedging: A Real Risk or Just a Narrative?
The Macro Trading Floor
Japanese Macro Tails
The Macro Trading Floor
The Everything SuperCycle?
The Macro Trading Floor
More Pain Ahead Or Buy The Dip?
The Macro Trading Floor
''Run It Hot'': The Comeback?
The Macro Trading Floor
We Have A Deal: Now What?
The Macro Trading Floor
Momentum Shock: What Next For Markets?
The Macro Trading Floor
Gold & Cockroaches
The Macro Trading Floor
Buy The Bubble or Watch It Burst?
The Macro Trading Floor
Cracks In The US Labor Market - What Next?
The Macro Trading Floor
The Truth Behind Fiscal Dominance
The Macro Trading Floor
Run It Hot Hot Hot
The Macro Trading Floor
Is The Fed Ready To Capitulate Dovish?
The Macro Trading Floor
The Tariff Mismatch Theory
The Macro Trading Floor
Carry & Options In A Trump World
The Macro Trading Floor
Macro Crossroads: What's Next For Markets?
The Macro Trading Floor
Time For The Fed To Turn Dovish?
The Macro Trading Floor
Another $5 Trillion of US Deficits in 10 Years: Now What?
The Macro Trading Floor
Recession Risks & Reflexivity
The Macro Trading Floor
Trillions of US Dollars To Sell?!
The Macro Trading Floor
The Bond Vigilantes Are Here
The Macro Trading Floor
You Ready For Liberation Day?
The Macro Trading Floor
Wake Up: The German Fiscal Stimulus Is Huge
The Macro Trading Floor
Growth Scare: Yes or No?
The Macro Trading Floor
The Next Big Macro Trade
The Macro Trading Floor
How To Trade Tariff Day
The Macro Trading Floor
The UK Bond Market Is Imploding
The Macro Trading Floor
The Most Hawkish Fed In Years - What Now?
The Macro Trading Floor
The US Dilemma in 2025
The Macro Trading Floor
Trading Trump 2.0
The Macro Trading Floor
Trump's Secret Agenda
The Macro Trading Floor
The Bond Market Is On Fire
The Macro Trading Floor
Financial Repression Is Here To Stay
The Macro Trading Floor
What If The Fed Made a Mistake?
The Macro Trading Floor
Macro Risks On The Horizon
The Macro Trading Floor
Unpacking The Chinese Stimulus Bazooka
The Macro Trading Floor
How To Trade The Fed Cutting Cycle
The Macro Trading Floor