Podcast Episodes
Back to SearchMacro Opportunities Around The World
Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect the odds of a soft landing. Is ther…
1 year, 10 months ago
It's Back!
The Macro Trading Floor is back! And there are quite some surprises...
1 year, 10 months ago
This Is It
A last, fascinating tour across global macro asset classes before Alf and Andreas switch the lights off for a while. Want to keep up with Andreas an…
2 years, 6 months ago
The ECB Hikes As The Fed Pauses - Is This 2008 Again?
In this episode, Alf and Andreas discuss the decisions from the Fed, ECB and Bank of Japan. In a few episodes, The Macro Trading Floor is about to …
2 years, 6 months ago
It's All About Liquidity & Inflation Now
The debt ceiling soap opera is over and hence it’s time to rebuild the Treasury General Account - Alf and Andreas bust some of the myths around this …
2 years, 7 months ago
The AI 5 versus the S&P 495
Tech stocks are pushing stock indexes higher, with AI-related companies (NVIDIA?) leading the rally more decisively while the ''S&P 495'' doesn't joi…
2 years, 7 months ago
A Macro Trader Playbook with Jim Leitner
How does a professional macro investor think about a multipolar world where investment opportunities and challenges might lie outside the US and Chin…
2 years, 7 months ago
The Debt Ceiling Drama is Approaching
The X-Date for the debt ceiling is approaching and US politicians don't seem keen in finding a swift resolution. This will impact global liquidity, t…
2 years, 8 months ago
The Credit Crunch is Here
Subscribe to The Macro Trading Floor YouTube channel: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- Alf and Andreas discuss the recen…
2 years, 8 months ago
First Republic Under Stress, Now What?
Subscribe To The Macro Trading Floor: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Trading Floor, Alfo…
2 years, 8 months ago