Thomas Thornton: This Bear Market Isn't Over Yet
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Thomas Thornton of Hedge Fund Telemetry joins the show to discuss the equity bear market in 2022.Tommy walks through what..
The Macro Trading Floor
A unique financial markets podcast hosted by two young European macro stars that not only delivers insightful macro content, but also actionable investment ideas to investors across the world.
Episodes
Jacob Shapiro: From Globalization To A Multipolar World
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jacob Shapiro, Director of Geopolitics at Cognitive Investments for a discussion on the global trend to a multipolar world.In 2022,..
The Real Stress Is Not In The US, But Elsewhere | Brent Donnelly
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Brent Donnelly President of Spectra Markets for a discussion on the economic weakness around the world.With market participants focusing on..
Debt, Demographics & Deflation Ahead | Raoul Pal
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Raoul Pal CEO & Co-Founder, Real Vision & Global Macro Investor to the show for a discussion on debt, demographics..
Natural Gas Prices Plunge, But For How Long?
On today’s episode of “The Macro Trading Floor,” Andreas is joined by Jack Farley Host of Forward Guidance to discuss big tech earnings, preparing for a recession in Europe and natural gas..
Is There A Bull Case For Markets? | Michael Gayed
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Michael Gayed of Toroso Investments and publisher of The Lead-Lag Report to the show for a discussion on if their..
Bonds Will Perform Better Than Stocks, Here’s Why | Mikael Sarwe
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Mikael Sarwe, director and head of Strategy Sweden at Nordea, to the show.Sarwe argues that with collapsing liquidity driving down..
John Porter: Here Is How The Next 6 Months Will Look
On today’s episode of “The Macro Trading Floor,” Alfonso welcomes John Porter Principal of Mercator Financial Advisors to the show.With a background spanning from CIO at the World Bank, Managing Director at..
The Good, The Bad & The Safe Haven
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso discuss the top stories of the week from the Bank of England announcing emergency gilt market operations, recent volatility in currency..
Investors Are "Totally Unprepared", And This Is Why | Bob Elliott
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Bob Elliott Co-Founder, CEO & CIO of Unlimited Funds to the show.With U.S inflation still above 8%, Bob walks through..
The Oil Bull Market Is NOT Over | Andrew Simon
On today’s episode of “The Macro Trading Floor,” Alfonso takes a week out and substitutes in Jack Farley Host of another Blockworks podcast titled "Forward Guidance". Andreas and Jack welcome Andrew Simon,..
Don't Bet Against The Swiss National Bank | Vincent Deluard
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Vincent Deluard Director of global macro at StoneX.Vincent outlines the new regime for inflation before taking a deep dive into..