『The Macro Trading Floor』のカバーアート

The Macro Trading Floor

The Macro Trading Floor

著者： Alfonso Peccatiello & Brent Donnelly
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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!Copyright Alfonso Peccatiello 個人ファイナンス 政治・政府 経済学
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  • The Rebasement Trade

    The Rebasement Trade
    2026/06/26
    Alf and Brent discuss the major market shifts since the Warsh press conference. Is this a big macro shift or just a mini-trend that will ultimately slow down or even reverse?
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    31 分
  • The Inflation Ghost, Gold and Options

    The Inflation Ghost, Gold and Options
    2026/05/22
    To reach out to Alf: alf@palinurocapital.com (or Alfonso Peccatiello on BBG) To reach out to Brent: bdonnelly@spectramarkets.com (or Brent Donnelly on BBG) In this episode, Alf and Brent discuss the best risk/reward ways to position for the macro environment ahead of us. They then deep dive into option structures around gold, and the question of increasing sample size of trades to reduce PnL variance against the risk of downgrading your edge and expected value per trade when the sample size increases.
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    37 分
  • Process, Process, Process

    Process, Process, Process
    2026/05/15
    To reach out to Alf: alf@palinurocapital.com (or Alfonso Peccatiello on BBG) To reach out to Brent: bdonnelly@spectramarkets.com (or Brent Donnelly on BBG) In this episode, Alf and Brent focus on various aspects of their investment/risk management process. They discuss several ideas and how to implement them according to their framework: when to use options? How to think about convexity?
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    33 分
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