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The Macro Trading Floor
NäringslivTeknologi

How To Trade Macro In A War

33 min•20 mars 2026

Alf and Brent reflect on correlations converging to 1 across asset classes, risk management practices in macro deleveraging events, and a game theory approach to how the war could unfold from here.

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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
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 Everything SuperCycle?
•38 min

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