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 Aug 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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 202257min
Two Trades To Navigate This Regime Shift
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso discuss the top stories of the week before offering up their very own trade idea for manoeuvring this environment. With all eyes on...
26 Jun 202248min
Frances Donald: The Yield Curve Signals A Huge Warning
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Frances Donald Global Chief Economist & Strategist at Manulife Investment Management. Walking through the most important ma...
19 Jun 202257min
