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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.
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How & When The Best Macro Investors Use Options

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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.

In this episode, Alf and Brent discuss how cross-asset pricing in bonds, FX and equity markets has rapidly changed in August and compare it with the hard economic reality: are there opportunities to be exploited? They then make a deep dive on the US Dollar, and finally cover a crucial trading framework topic: when and how to use options instead of linear structures to put up macro trades?

FREE TRIAL to Alf's Institutional Macro Research: https://www.tinyurl.com/FreeTrialResearch

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

Brent's dedicated piece on options vs linear trades: https://50in50.substack.com/p/trade-6-options-or-cash

Transcript link here: https://www.spectramarkets.com/the-macro-trading-floor-transcript-23-august-2024/

  continue reading

96 episoder

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iconDel
 
Manage episode 435750071 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.

In this episode, Alf and Brent discuss how cross-asset pricing in bonds, FX and equity markets has rapidly changed in August and compare it with the hard economic reality: are there opportunities to be exploited? They then make a deep dive on the US Dollar, and finally cover a crucial trading framework topic: when and how to use options instead of linear structures to put up macro trades?

FREE TRIAL to Alf's Institutional Macro Research: https://www.tinyurl.com/FreeTrialResearch

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

Brent's dedicated piece on options vs linear trades: https://50in50.substack.com/p/trade-6-options-or-cash

Transcript link here: https://www.spectramarkets.com/the-macro-trading-floor-transcript-23-august-2024/

  continue reading

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