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The Macro Trading Floor
NäringslivTeknologi

Don't Make This Mistake

29 min•31 maj 2024

Free Trial to Alf's Institutional Research?

Ping Alfonso Peccatiello on Bloomberg for more info!


In this podcast, Alf invites Peter Farac (aka @countdraghula on Twitter) to the show.

Peter brings a wealth of experience running money and has specific skills in rates and vol markets.

Alf and Peter discuss where the US business cycle actually is, how markets are positioned, and talk shop: how do we actually trade these markets?


Follow Peter @countdraghula on X, Free Newsletter: www.macroisdead.com

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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.