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Alf and Brent reflect on correlations converging to 1 across asset classes, risk management practices in macro deleveraging events, and a game theory approach to how the war could unfold from here.

The Macro Trading Floor

by Alfonso Peccatiello & Brent Donnelly · English · Business

The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!

More from The Macro Trading Floor

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    Macro Investing In A Post-Hormuz World

    To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com Alf and Brent refresh their macro and trading frameworks on the basis of new info: the Iran/US MoU in negotiation phase, how the world might look like when Hormuz reopens, the Japanese FX intervention and more.

  2. 17 Apr 2026 · 37 min

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  3. 10 Apr 2026 · 33 min

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  4. 6 Mar 2026 · 37 min

    Hormuz & The Terms of Trade Shock

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  5. 30 Jan 2026 · 37 min

    The New Fed vs The Good Old Bond Market

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  6. 23 Jan 2026 · 37 min

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  7. 9 Oct 2026 · 41 minNew

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  8. 2 Oct 2026 · 39 min

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  9. 28 Aug 2026 · 36 min

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  10. 9 Aug 2026 · 37 min

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