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You Ready For Liberation Day?

37 min•28 mars 2025

Alf and Brent discuss the ''Liberation Day'' deadline for tariffs - and come up with some interesting conclusions. Also, the duo assesses what the Trump administration's long-term plan might be. Finally, Alf and Brent discuss the concept and risk management behind carry trades.

Transcript: https://www.spectramarkets.com/tmtf-transcript-27mar25/

Fler avsnitt av The Macro Trading Floor

The Inflation Ghost, Gold and Options

22 maj•37 min

Process, Process, Process

15 maj•33 min

Macro Investing In A Post-Hormuz World

8 maj•34 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 Macro Trading Floor med Alfonso Peccatiello & Brent Donnelly finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.