The Macro Trading Floor
Technology

The Macro Trading Floor

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!

100 episodes
EN language
All Episodes
1
Hormuz & The Terms of Trade Shock
37:02 Mar 6, 2026
2
The New Fed vs The Good Old Bond Market
37:14 Jan 30, 2026
3
US Dollar Hedging: A Real Risk or Just a Narrative?
37:12 Jan 23, 2026
4
Japanese Macro Tails
36:34 Jan 16, 2026
5
The Everything SuperCycle?
37:59 Jan 9, 2026
6
More Pain Ahead Or Buy The Dip?
30:17 Nov 23, 2025
7
''Run It Hot'': The Comeback?
28:29 Nov 14, 2025
8
We Have A Deal: Now What?
31:10 Oct 31, 2025
9
Momentum Shock: What Next For Markets?
29:10 Oct 23, 2025
10
Gold & Cockroaches
31:40 Oct 17, 2025
11
Buy The Bubble or Watch It Burst?
35:03 Oct 10, 2025
12
Cracks In The US Labor Market - What Next?
33:22 Sep 6, 2025
13
The Truth Behind Fiscal Dominance
29:12 Aug 29, 2025
14
Run It Hot Hot Hot
35:01 Aug 23, 2025
15
Is The Fed Ready To Capitulate Dovish?
33:46 Aug 8, 2025
16
The Tariff Mismatch Theory
32:04 Aug 1, 2025
17
Carry & Options In A Trump World
37:05 Jul 25, 2025
18
Macro Crossroads: What's Next For Markets?
36:18 Jul 18, 2025
19
Time For The Fed To Turn Dovish?
32:59 Jun 13, 2025
20
Another $5 Trillion of US Deficits in 10 Years: Now What?
22:42 May 16, 2025
21
Recession Risks & Reflexivity
36:18 May 2, 2025
22
Trillions of US Dollars To Sell?!
32:05 Apr 25, 2025
23
The Bond Vigilantes Are Here
36:48 Apr 11, 2025
24
You Ready For Liberation Day?
36:31 Mar 28, 2025
25
Wake Up: The German Fiscal Stimulus Is Huge
36:44 Mar 7, 2025
26
Growth Scare: Yes or No?
37:42 Feb 28, 2025
27
The Next Big Macro Trade
35:42 Feb 21, 2025
28
How To Trade Tariff Day
33:39 Jan 17, 2025
29
The UK Bond Market Is Imploding
35:57 Jan 10, 2025
30
The Most Hawkish Fed In Years - What Now?
38:53 Dec 20, 2024
31
The US Dilemma in 2025
36:50 Dec 13, 2024
32
Trading Trump 2.0
33:34 Dec 6, 2024
33
Trump's Secret Agenda
34:05 Nov 8, 2024
34
The Bond Market Is On Fire
36:15 Oct 25, 2024
35
Financial Repression Is Here To Stay
38:06 Oct 18, 2024
36
What If The Fed Made a Mistake?
39:27 Oct 11, 2024
37
Macro Risks On The Horizon
34:33 Oct 4, 2024
38
Unpacking The Chinese Stimulus Bazooka
36:35 Sep 27, 2024
39
How To Trade The Fed Cutting Cycle
35:50 Sep 20, 2024
40
The World is Different Now
41:14 Sep 13, 2024
41
Will The Fed Cut by 25 or 50 bps?
36:45 Sep 6, 2024
42
How & When The Best Macro Investors Use Options
40:10 Aug 23, 2024
43
A Tale of Crowded Macro Trades
36:22 Aug 10, 2024
44
Macro Mayhem!
39:38 Aug 2, 2024
45
Explaining This Brutal Stocks Sell-Off
37:13 Jul 26, 2024
46
Where To Find Cheap Macro Optionality
39:15 Jul 19, 2024
47
It's Macro ShowTime!
39:25 Jul 12, 2024
48
Option Markets Are Eating The World
37:49 Jun 21, 2024
49
What Powell Really Meant
39:32 Jun 14, 2024
50
Risk Management Principles
38:25 Jun 7, 2024
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