Artwork

Innhold levert av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!

The World is Different Now

41:14
 
Del
 

Manage episode 439706288 series 3338244
Innhold levert av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Alf and Brent discuss similarities and differences between the world and the macro cycle today versus the pre-pandemic period. While the cycle might look similar, should we not pay attention to the structural differences too? The duo moves on to discuss the aggressive bond market pricing and how to trade around that. Finally, they focus on the US Dollar: will it perform nicely or poorly if we get a recession?

Free trial to Alf's institutional macro research: https://forms.gle/yNU1vBqCqRXSvEHA7

Sign up to Brent's newsletter: https://www.spectramarkets.com/subscribe/

Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-13-september-2024/

  continue reading

96 episoder

Artwork

The World is Different Now

The Macro Trading Floor

156 subscribers

published

iconDel
 
Manage episode 439706288 series 3338244
Innhold levert av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Alf and Brent discuss similarities and differences between the world and the macro cycle today versus the pre-pandemic period. While the cycle might look similar, should we not pay attention to the structural differences too? The duo moves on to discuss the aggressive bond market pricing and how to trade around that. Finally, they focus on the US Dollar: will it perform nicely or poorly if we get a recession?

Free trial to Alf's institutional macro research: https://forms.gle/yNU1vBqCqRXSvEHA7

Sign up to Brent's newsletter: https://www.spectramarkets.com/subscribe/

Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-13-september-2024/

  continue reading

96 episoder

ทุกตอน

×
 
Loading …

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

 

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett