ep. 109

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Fed Turns Hawkish On Inflation Fears | Andreas Steno Larsen & Alfonso Peccatiello

On today's episode of On The Margin Mike Ippolito is joined by Andreas Steno Larsen and Alfonso Peccatiello for a special announcement: Their new podcast “The Macro Trading Floor” will be launching Sunday, April 17th on the Blockworks network with a VERY special guest.

To stay up to date with the new show, subscribe here: apple.co/38Maf8f

With inflation soaring over 8%, bond markets selling off, and the Fed turning increasingly hawkish, Andreas and Alfonso explain how to maneuver the market during these uncertain times.

The two macro powerhouses put their money where their mouth is by each announcing an actionable trade idea — but to hear that, you'll have to tune in!

Referenced In The Show:

https://www.bloomberg.com/news/features/2022-04-05/will-russia-s-war-in-ukraine-cause-wheat-shortages-raise-food-prices-more?cmpid=socialflow-facebook-business

https://www.bloomberg.com/news/articles/2022-04-07/u-s-mortgage-rates-rise-for-fifth-week-with-30-year-at-4-72?cmpid%3D=socialflow-twitter-billionaires

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Follow Alfonso Peccatiello: @MacroAlf

Follow Andreas Steno Larsen: @AndreasSteno

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

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Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

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Timestamps:

(00:00)・The Macro Trading Floor

(03:07)・Macro Outlook

(06:00)・Stock Market Outlook

(09:05)・The Housing Market

(11:29)・Alpha vs Beta Market

(14:21)・Blockdaemon Ad

(15:31)・Andreas' Trade Idea

(20:26)・Alf's Trade Idea

(27:03)・Final Thoughts

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