Podcast Episodes

Japanese Macro Tails

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly).

In this episode, Alf and Brent focus the discussion on Jap…

12 hours ago

The Everything SuperCycle?

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly).

In the first TMTF episode of 2026, Alf and Brent discuss ev…

1 week ago

More Pain Ahead Or Buy The Dip?

The Nasdaq has now sold off nearly 10% from the highs, and the pain in momentum assets is even more severe.

Alf and Brent discuss whether there are …

1 month, 3 weeks ago

''Run It Hot'': The Comeback?

Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to hav…

2 months ago

We Have A Deal: Now What?

Alf and Brent discuss the market reaction to the ''deal'' between Trump and Xi: what happens next?

The duo also covers the Fed and BoJ decisions, th…

2 months, 2 weeks ago

Momentum Shock: What Next For Markets?

Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: ⁠TMTF Trade Of The Week

Alf and Brent discuss the …

2 months, 3 weeks ago

Gold & Cockroaches

Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: TMTF Trade Of The Week

In this episode, Alf and Br…

2 months, 4 weeks ago

Buy The Bubble or Watch It Burst?

Alf and Brent discuss the massive AI-driven rally which is beginning to have strong implications for broader markets and the economy. Brent presents …

3 months ago

Cracks In The US Labor Market - What Next?

Alf and Brent discuss the recent NFP print and its implications for markets. They also reflect on the right framework to apply to RSI and options whe…

4 months, 1 week ago

The Truth Behind Fiscal Dominance

Alf and Brent discuss the latest attempt from Trump to gain more control over the Fed, and the implications this might have on multiple asset classes…

4 months, 2 weeks ago