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Macro Investing In A Post-Hormuz World

34 min•8 maj 2026

To reach out to Brent: [email protected]

Alf and Brent refresh their macro and trading frameworks on the basis of new info: the Iran/US MoU in negotiation phase, how the world might look like when Hormuz reopens, the Japanese FX intervention and more.

Fler avsnitt av The Macro Trading Floor

The Inflation Ghost, Gold and Options

22 maj•37 min

Process, Process, Process

15 maj•33 min

New All-Time Highs Are Here: Now What?

17 apr.•37 min

Frameworks To Trade The Hormuz Crisis

10 apr.•33 min

How To Trade Macro In A War

20 mars•33 min

Hormuz & The Terms of Trade Shock

6 mars•37 min

The New Fed vs The Good Old Bond Market

30 jan.•37 min

US Dollar Hedging: A Real Risk or Just a Narrative?

23 jan.•37 min

Japanese Macro Tails

16 jan.•37 min

The Everything SuperCycle?

9 jan.•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.