Are Markets Really Priced For A Recession? | John Normand
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome John Normand Cross-Asset Strategist, JPM alum for a global macro tour of the world. John walks through the most anticipated ...
22 Jan 202355min
Macro Is Back With A Vengeance | Steve Drobny
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Steve Drobny Founder and CEO at Clocktower Group for an inside look into the hedge fund industry. With the past two years ...
15 Jan 202348min
The Chinese Reopening: Bullish Or Bearish Oil? | Nitesh Shah
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Nitesh Shah Head of Commodity and Macroeconomic Research at WisdomTree for a discussion on the China reopening, how it will...
8 Jan 202356min
A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen
On today's episode of "The Macro Trading Floor," Andreas and Alfonso look back at 2022, before sharing their global macro outlook for 2023. Reflecting on the best trades of the year, Andreas and Alfo...
1 Jan 202347min
Inflation Will Fall off A Cliff In 2023 | Warren Pies
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Warren Pies Founder of 3Fourteen Research for a discussion on what to expect as we head into 2023. Warren begins by walkin...
25 Des 202257min
Felix Zulauf: The Fed Is Making A Policy Error
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Felix Zulauf of Zulauf Consulting for a discussion on the changing macro landscape and the policy error the Fed is making. ...
19 Des 20221h 4min
Jurrien Timmer: The Trade For A 2023 Recession
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Jurrien Timmer Director of Global Macro at Fidelity for a discussion about the recession many analysts see ahead in 2023. ...
11 Des 202255min
How To Trade The Chinese Turbulence | Alex Campbell
We apologise for any minor audio issues you may experience on today's episode. -- On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Alex Campbell, the Founder of Rose AI, to...
4 Des 202257min
