Powered by RND
PodcastsBusinessThe Macro Trading Floor

The Macro Trading Floor

Alfonso Peccatiello & Brent Donnelly
The Macro Trading Floor
Latest episode

Available Episodes

5 of 116
  • The Truth Behind Fiscal Dominance
    Alf and Brent discuss the latest attempt from Trump to gain more control over the Fed, and the implications this might have on multiple asset classes. They also discuss the JPY and the political situation in France.
    --------  
    29:12
  • Run It Hot Hot Hot
    Alf and Brent discuss the surprising Jackson Hole speech in which Powell opened up to interest rate cuts already in September. Markets are reacting strongly, but the real question is what should we expect if Trump runs the economy hot alongside a dovish Fed in 2026?
    --------  
    35:01
  • Is The Fed Ready To Capitulate Dovish?
    Alf and Brent discuss the weak labor market data and the likely Fed reaction function. The duo also reflects on how you might be right on the macro idea, but market pricing at inception of your trade matters sometimes more than whether you were directionally right or wrong.
    --------  
    33:46
  • The Tariff Mismatch Theory
    Alf and Brent discuss the sharp USD repricing and the market positioning for a mild tariff impact on the US economy - what if we get a surprising slowdown over the next few months instead?
    --------  
    32:04
  • Carry & Options In A Trump World
    Alf and Brent discuss the recent clashes between the Trump administration and the Fed, the more friendly deal-making stance on tariff deals, and how to use options when trying to capture convex moves and incorporate carry into your thinking.
    --------  
    37:05

More Business podcasts

About The Macro Trading Floor

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!
Podcast website

Listen to The Macro Trading Floor, Motley Fool Money and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features
Social
v7.23.3 | © 2007-2025 radio.de GmbH
Generated: 8/30/2025 - 11:31:41 PM