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The Macro Trading Floor
NäringslivTeknologi

Animal Spirits Running Loose

39 min•8 mars 2024

Alf and Brent discuss how animal spirits seem to be running loose in several asset classes. Signs are evident not only in stocks but also in gold, Bitcoin and option markets. They also focus on Japan and the potential tectonic shifts in the Bank of Japan monetary policy stance.

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The Inflation Ghost, Gold and Options
•37 min
Process, Process, Process
•33 min
Macro Investing In A Post-Hormuz World
•34 min
New All-Time Highs Are Here: Now What?
•37 min
Frameworks To Trade The Hormuz Crisis
•33 min
How To Trade Macro In A War
•33 min
Hormuz & The Terms of Trade Shock
•37 min
The New Fed vs The Good Old Bond Market
•37 min
US Dollar Hedging: A Real Risk or Just a Narrative?
•37 min
Japanese Macro Tails
•37 min

The Macro Trading Floor med Alfonso Peccatiello & Brent Donnelly finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.