ep. 32


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 the U.S as Powell continues to fight inflation, Brent reminds us that the real stress is not in the U.S, but elsewhere. Looking to Canada, Brent walks through the fragility he sees in the Canadian economy, and discusses vulnerability in the housing market as mortgages reprice with higher interest rates. Finally, Brent shares his actionable trade idea, but to hear that, you'll have to tune in!


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It will be a macro learning journey filled with educational reports, interactive tools and actionable portfolio strategy to help you become a better macro investor. And if you are an institutional investor already, the Pro tier will help sharpen your macro game through dedicated professional products and tools.

As a listener of The Macro Trading Floor, you can use the code ''TMTF'' for a 10% discount and sign up for the tier that best fits your needs starting from only $27 per month. Sign up here: https://www.themacrocompass.com/our-products/


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(00:00) Introduction

(00:50) Top Stories of The Week

(11:36) Feature Interview With Brent Donnelly

(16:24) Drawing Comparisons Between 2022 & 2001

(21:19) Brent's Outlook On Inflation

(29:16) The Housing Market

(33:45) Brent's Actionable Trade Idea

(42:21) Post Interview: Final Thoughts

(53:38) Launching The Macro Compass Platform


Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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