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
The Good, The Bad & The Safe Haven
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso discuss the top stories of the week from the Bank of England announcing emergency gilt market operations, recent volatility in curr...
2 Okt 202249min
Investors Are "Totally Unprepared", And This Is Why | Bob Elliott
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Bob Elliott Co-Founder, CEO & CIO of Unlimited Funds to the show. With U.S inflation still above 8%, Bob walks through pre...
25 Sep 202254min
The Oil Bull Market Is NOT Over | Andrew Simon
On today’s episode of “The Macro Trading Floor,” Alfonso takes a week out and substitutes in Jack Farley Host of another Blockworks podcast titled "Forward Guidance". Andreas and Jack welcome Andrew...
18 Sep 20221h 2min
Don't Bet Against The Swiss National Bank | Vincent Deluard
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Vincent Deluard Director of global macro at StoneX. Vincent outlines the new regime for inflation before taking a deep div...
11 Sep 202254min
Ben Melkman: Expecting A U.S Dollar Decline
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Ben Melkman Founder & CIO of Light Sky Macro. Expecting a secular shift in inflation, Ben shares his thoughts on the curre...
4 Sep 202257min
This Is What The Fed Will Do | David Woo
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome David Woo CEO of David Woo Unbound to the show. Recording ahead of Jackson Hole, David shares his outlook on a US recessio...
28 Aug 202256min
