The Macro Trading Floor

The Macro Trading Floor

A unique financial markets podcast hosted by two young European macro stars that not only delivers insightful macro content, but also actionable investment ideas to investors across the world.

Episoden

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 China. Diego makes the point that China's growth over...
Marko Papic: Game Over For The Oil Bulls
52 Minuten
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 since the March 2020 lows, is the bull run sustainable...
A Trade For The U.S Dollar's Reversal | Julian Brigden
1 Stunde 1 Minute
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 show for a wide ranging discussion on inflation, misc...
Russell Clark: Brace For Structurally Higher Inflation
57 Minuten
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 including the recent sell-off in commodities, policy err...
Two Trades To Navigate This Regime Shift
48 Minuten
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 the Bank of Japan as they fiercely defend their y...

Über diesen Podcast

Every week, one of the best worldwide macro investors joins this unique show to talk about the economy, markets and elaborate the next big actionable macro trade! The show is hosted by two young and institutionally successful European macro stars: Alfonso Peccatiello (former Head of a $20bn Investment Portfolio at ING) and Andreas Steno Larsen (former Chief Strategist at Nordea).

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