Is The Recession Already Over?
On today's episode of "The Macro Trading Floor," Andreas and Alfonso interpret the latest macroeconomic data and prepare for a week of important central bank meetings. They wonder whether the recent bullish..
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
Are Markets Really Priced For A Recession? | John Normand
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome John Normand Cross-Asset Strategist, JPM alum for a global macro tour of the world.John walks through the most anticipated recession..
Macro Is Back With A Vengeance | Steve Drobny
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Steve Drobny Founder and CEO at Clocktower Group for an inside look into the hedge fund industry.With the past two..
The Chinese Reopening: Bullish Or Bearish Oil? | Nitesh Shah
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Nitesh Shah Head of Commodity and Macroeconomic Research at WisdomTree for a discussion on the China reopening, how it will..
A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen
On today's episode of "The Macro Trading Floor," Andreas and Alfonso look back at 2022, before sharing their global macro outlook for 2023.Reflecting on the best trades of the year, Andreas and..
Inflation Will Fall off A Cliff In 2023 | Warren Pies
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Warren Pies Founder of 3Fourteen Research for a discussion on what to expect as we head into 2023.Warren begins by..
Felix Zulauf: The Fed Is Making A Policy Error
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Felix Zulauf of Zulauf Consulting for a discussion on the changing macro landscape and the policy error the Fed is..
Jurrien Timmer: The Trade For A 2023 Recession
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Jurrien Timmer Director of Global Macro at Fidelity for a discussion about the recession many analysts see ahead in 2023.How..
How To Trade The Chinese Turbulence | Alex Campbell
We apologise for any minor audio issues you may experience on today's episode.--On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Alex Campbell, the Founder of Rose AI, to..
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..
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..