Free Daily Podcast Summary
The Macro Trading Floor: Daily Summaries Delivered
by Alfonso Peccatiello & Brent Donnelly
The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday36 min
AI Selloff: Technical or Macro?
Alf and Brent focus on the sharp sell-off in AI related stocks, and investigate whether it is likely to have repercussions for rates and currencies or it is rather technical in nature.
- 2 weeks ago35 min
The Credit Market Boogeyman
Alf and Brent discuss how developments in credit markets are rattling investors from France to the state of the AI credit cycle. The duo covers the implications for equities, currencies and fixed income.
- 3 weeks ago30 min
AI Bubble Popping Or A Boring Pullback?
Alf and Brent are back on the show to discuss the recent price action in AI stocks which is also heavily impacting the bond market. Is the AI bubble popping? Are credit fears to be taken seriously, such that the asset allocation has to change? Or is this just a boring pullback like the many others we saw along the way in the AI trade?
- 4 weeks ago40 min
6% Yields Next & Will Stonks Handle It?
Alf and Brent discuss the relentless bond yield and USD move. Can we get to 6% yields in the US, or even higher? And will stonks be able to handle it?
- Oct 2, 202638 min
Macro Blowups Everywhere - What Now?
Alf and Brent are back to discuss the various macro blowups we are witnessing simultaneously: French spreads, front-end of the bond market, mortgage-backed securities, EM carry and so on. What's the best framework to apply for each of these?
- Aug 28, 202635 min
On Bessent, Gold & Idiosyncratic Trades
Alf and Brent are back to discuss the Bessent buyback plan and its impact on markets. The duo focuses on gold, the long-end and the USD as potential release valves. The discussion then moves to two macro idiosyncratic ideas.
- Aug 9, 202637 min
On Sizing Options, The Fed and The JPY
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?
- Jul 31, 202638 min
Warsh Woke Up The Bond Vigilantes
Alf and Brent discuss the significant market reaction to Warsh's press conference: the Fed handed over the keys to the bond market, and now Bond Vigilantes are in charge until data comes in to set the direction straight for everyone. How to handle such a market environment?
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About The Macro Trading Floor
The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!
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