Thomas Thornton: This Bear Market Isn't Over Yet
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Thomas Thornton of Hedge Fund Telemetry joins the show to discuss the equity bear market in 2022. Tommy walks through what...
27 Nov 202253min
Jacob Shapiro: From Globalization To A Multipolar World
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jacob Shapiro, Director of Geopolitics at Cognitive Investments for a discussion on the global trend to a multipolar world....
20 Nov 202259min
The Real Stress Is Not In The US, But Elsewhere | Brent Donnelly
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Brent Donnelly President of Spectra Markets for a discussion on the economic weakness around the world. With market partic...
13 Nov 202255min
Debt, Demographics & Deflation Ahead | Raoul Pal
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Raoul Pal CEO & Co-Founder, Real Vision & Global Macro Investor to the show for a discussion on debt, demographics and defl...
6 Nov 202259min
Natural Gas Prices Plunge, But For How Long?
On today’s episode of “The Macro Trading Floor,” Andreas is joined by Jack Farley Host of Forward Guidance to discuss big tech earnings, preparing for a recession in Europe and natural gas prices. Na...
30 Okt 202243min
Is There A Bull Case For Markets? | Michael Gayed
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Michael Gayed of Toroso Investments and publisher of The Lead-Lag Report to the show for a discussion on if their is a bull...
23 Okt 202255min
Bonds Will Perform Better Than Stocks, Here’s Why | Mikael Sarwe
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Mikael Sarwe, director and head of Strategy Sweden at Nordea, to the show. Sarwe argues that with collapsing liquidity dri...
16 Okt 202250min
John Porter: Here Is How The Next 6 Months Will Look
On today’s episode of “The Macro Trading Floor,” Alfonso welcomes John Porter Principal of Mercator Financial Advisors to the show. With a background spanning from CIO at the World Bank, Managing Dir...
9 Okt 202255min
