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The Macro Trading Floor
NäringslivTeknologi

New All-Time Highs Are Here: Now What?

37 min•17 april 2026

To reach out to Alf: [email protected]

To reach out to Brent: [email protected]

Alf and Brent discuss the framework for an Iran-US deal, and how to approach rates, currencies and equity markets for the foreseeable future.

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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
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 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.