The Disinflationary Trend Is Over | Whitney Baker
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Whitney Baker CEO of Totem Macro to the show. With a background at some of the largest funds in the world, including Bridg...
21 Elo 202255min
Are You Paying Attention to Emerging Markets? | Nick Stadtmiller
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Nick Stadtmiller Director of Emerging Markets Strategy at Medley Advisors. With an expertise in emerging markets, Nick joi...
14 Elo 202256min
The Fed Will Break Inflation's Back, No Matter What | Teddy Vallee
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Teddy Vallee, Founder & Chief Investment Officer at Pervalle Global. After positioning to be short everything in the first...
7 Elo 202253min
Shorting The Nasdaq With Butterfly Spreads | Dean Curnutt
Dean is looking at shorting the Nasdaq 100 ETF ($QQQ) by using a "butterfly" spread. He wants to fade a Fed pivot (he wants to bet against the consensus that the Fed will reverse course and loosen pol...
31 Heinä 20221h 3min
Diego Parrilla: China Is Running Out Of Options
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome best selling author and investment manager at Quadriga Asset Management Diego Parrilla to the show for a discussion on Chin...
24 Heinä 20221h
Marko Papic: Game Over For The Oil Bulls
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Marko Papic Partner and Chief Strategist at Clocktower Group. With such a massive bull run in energy, particularly Oil sin...
17 Heinä 202252min
A Trade For The U.S Dollar's Reversal | Julian Brigden
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Julian Brigden Co-Founder of MI2 Partners. Making the statement that "macro is back with a vengeance", Julian joins the sho...
10 Heinä 20221h 1min
Russell Clark: Brace For Structurally Higher Inflation
On today’s episode of “The Macro Trading Floor,” Andreas is joined by Jack Farley, Host of the "Forward Guidance" Podcast as Alfonso is away on holiday. They discuss the top stories of the week includ...
3 Heinä 202257min
