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The Macro Trading Floor
NäringslivTeknologi

On Sizing Options, The Fed and The JPY

37 min•9 augusti 2026

In this episode, Alf and Brent talk about the Fed's likely reaction function to incoming data and the Bessent/Japan accord on the JPY. The duo then discusses one of the trickiest questions for macro PMs: when to use options, and how to size them?

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The Rebasement Trade
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The Inflation Ghost, Gold and Options
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Macro Investing In A Post-Hormuz World
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New All-Time Highs Are Here: Now What?
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Frameworks To Trade The Hormuz Crisis
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How To Trade Macro In A War
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Hormuz & The Terms of Trade Shock
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The Macro Trading Floor med Alfonso Peccatiello & Brent Donnelly finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.