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
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 Aug 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 Aug 202256min
