Animal Spirits Running Loose
Alf and Brent discuss how animal spirits seem to be running loose in several asset classes. Signs are evident not only in stocks but also in gold, Bitcoin and option markets. They also focus on Japan ...
8 Maalis 202439min
Macro Opportunities Around The World
Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect the odds of a soft landing. Is there a trade maybe? They then move their focus to Cana...
29 Helmi 202436min
It's Back!
The Macro Trading Floor is back! And there are quite some surprises...
25 Helmi 202458s
This Is It
A last, fascinating tour across global macro asset classes before Alf and Andreas switch the lights off for a while. Want to keep up with Andreas and Alf’s macro views? You can keep up with Andreas ...
25 Kesä 202331min
The ECB Hikes As The Fed Pauses - Is This 2008 Again?
In this episode, Alf and Andreas discuss the decisions from the Fed, ECB and Bank of Japan. In a few episodes, The Macro Trading Floor is about to stop for a while: want to keep up with Andreas and ...
18 Kesä 202338min
It's All About Liquidity & Inflation Now
The debt ceiling soap opera is over and hence it’s time to rebuild the Treasury General Account - Alf and Andreas bust some of the myths around this topic, and discuss the real market implications out...
4 Kesä 202343min
The AI 5 versus the S&P 495
Tech stocks are pushing stock indexes higher, with AI-related companies (NVIDIA?) leading the rally more decisively while the ''S&P 495'' doesn't join the party. Alf and Andreas discuss this trend, up...
28 Touko 202336min
A Macro Trader Playbook with Jim Leitner
How does a professional macro investor think about a multipolar world where investment opportunities and challenges might lie outside the US and China? How does he manage risks, correlations and how d...
21 Touko 202338min
