Podcast Episodes
Back to SearchMacro Mayhem!
Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s next for macro?
To contact Alf: send him an…
1 year, 5 months ago
Explaining This Brutal Stocks Sell-Off
This week, Alf and Brent discuss the brutal equity market sell-off: is it due to macro tectonic shifts, a reassessment of political risks or an unwin…
1 year, 5 months ago
Where To Find Cheap Macro Optionality
Alf and Brent look into various ''Trump trades'' now that the odds of a Trump election and Republican sweep have increased: is there still juice left…
1 year, 5 months ago
It's Macro ShowTime!
Alf and Brent discuss the interesting market reaction to the weak US CPI report, and they dig deep into the '''Trump trade'': how would you trade a T…
1 year, 6 months ago
Option Markets Are Eating The World
In this episode, Alf invites Cem Karsan to discuss what's going on in option markets. Cem does a great job at explaining what's the dispersion trade,…
1 year, 6 months ago
What Powell Really Meant
A big macro week is behind us: the combination of CPI and PPI releases provide us with solid information on where the disinflation trend stands. Alf …
1 year, 7 months ago
Risk Management Principles
Alf and Brent discuss the ECB and Bank of Canada cuts, and reflect on the big bond market moves seen recently coupled with carry trade implosions. Th…
1 year, 7 months ago
Don't Make This Mistake
Free Trial to Alf's Institutional Research?
Ping Alfonso Peccatiello on Bloomberg for more info!
In this podcast, Alf invites Peter Farac (aka @countdr…
1 year, 7 months ago
How Macro Traders Navigate Uncertainties
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1 year, 7 months ago
How To Trade Macro Now?
(Links mentioned in the podcast are in the show notes below: check them out!)
Alf and Brent discuss the soft patch the US seems to be going through an…
1 year, 7 months ago