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 recession, Fed policy vs economic growth, whether or not the Fed will be able to slay the inflation dragon and the importance of understanding politics as well as econo ... Show More
May 15
Process, Process, Process
To reach out to Alf: alf@palinurocapital.com (or Alfonso Peccatiello on BBG) To reach out to Brent: bdonnelly@spectramarkets.com (or Brent Donnelly on BBG) In this episode, Alf and Brent focus on various aspects of their investment/risk management process. They discuss several id ... Show More
33m 7s
Jan 2024
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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David Kotok, co-founder and chief investment officer at Cumberland Advisors, joins Jack fresh off his trip to Cuba, to share insights about the ... Show More
1h 12m
Sep 2024
The Fed takes bold action: cutting rates from a position of strength
<p>In a surprise move, the Federal Reserve has cut its benchmark interest rate by 0.5%, kicking off its first easing cycle since the pandemic began. But unlike previous rate cuts, this decision is not a response to economic weakness – instead, it's a proactive bid to prevent futu ... Show More
16m 4s
Sep 2024
Markets riding the ‘Fed wave’
<p>Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep the ... Show More
11m 1s
Feb 2022
Why a US Senator Just Said the Fed Should Buy Bitcoin
This episode is sponsored by Nexo, Arculus, and FTX US.
On today’s episode, NLW looks at the increasingly political discourse around inflation in the United States. The Right is claiming government overspending is to blame while the Left is pushing a new narrative of corporate ... Show More
14m 49s
Dec 2024
How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP
In this episode, David Cervantes and DCP join the show to discuss the FOMC post-mortem, the similarities to the 90s business cycle, and managing emotions in markets. We also reflect on the COVID crash, dig into expectations for 2025, and much more. Enjoy!
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1h 8m
Jan 2022
The Federal Reserve Shares Its Thinking About a US CBDC
This episode is sponsored by Nexo, Abra and FTX US.
For more than a year, the Federal Reserve has been talking about a forthcoming paper on central bank digital currencies in the U.S. Now that the paper has finally been released, NLW walks us step by step through the Fed’s thi ... Show More
17m 52s
Aug 2024
The Fed Makes Its Biggest Mistake Yet - Ep 976
Market Turmoil, Political Drama, and Economic ForecastsPeter delves into a tumultuous week in the markets and politics. He covers key events including Jerome Powell's Jackson Hole speech and its implications for interest rate cuts, the Democratic National Convention, and Robert K ... Show More
55m 3s