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The Macro Trading Floor
NäringslivTeknologi

How To Trade Tariff Day

34 min•17 januari 2025

In this episode, Alf and Brent reflect on the upcoming ''Tariff Day'' and how to trade it. The duo shares their scenario-based approach covering multiple asset classes including bonds, FX and equities.


Show notes: https://50in50.substack.com/p/trade-6-options-or-cash

Transcript: https://www.spectramarkets.com/tmtf-transcript-17jan25/

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The Inflation Ghost, Gold and Options
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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.