The Good, The Bad & The Safe Haven| Listen on Anghami

Aug 28

On Bessent, Gold & Idiosyncratic Trades

Alf and Brent are back to discuss the Bessent buyback plan and its impact on markets. The duo focuses on gold, the long-end and the USD as potential release valves. The discussion then moves to two macro idiosyncratic ideas.

35m 58s

Aug 9

On Sizing Options, The Fed and The JPY

In this episode, Alf and Brent talk about the Fed's likely reaction function to incoming data and the Bessent/Japan accord on the JPY. The duo then discusses one of the trickiest questions for macro PMs: when to use options, and how to size them?

37m 18s

Jul 31

Warsh Woke Up The Bond Vigilantes

Alf and Brent discuss the significant market reaction to Warsh's press conference: the Fed handed over the keys to the bond market, and now Bond Vigilantes are in charge until data comes in to set the direction straight for everyone. How to handle such a market environment?

38m 21s

Jun 2025

What's Happening In Financial Markets Right Now (Fed, BoE & Geopolitics)

Markets have stayed calm so far this week, but central banks and geopolitics were anything but. Anthony and Piers break down the Fed’s muted meeting, the revised growth and inflation forecasts, and the hidden signals in the dot plot. Over in the UK, a dovish shift at the Bank of ... Show More

37m 51s

Dec 2021

Trading Spaces 12/06/21: Bond Volatility, Crypto Crash, Semis and the Latest on Cannabis Legislation with Brady Cobb

On this episode of Trading Spaces, Dan Nathan, Guy Adami, and Danny Moses discuss the volatility in the stock and bond markets, the crypto crash over the weekend, the reopening trade roaring back and semis at key inflection points. They are joined by cannabis industry insider Bra ... Show More

38m 34s

Apr 2025

This Is What Capitulation Feels Like | Weekly Roundup

This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy! ... Show More

47m 53s

Feb 2022

Crypto Update 2/22/22 | The Macro Moment Hits: Central Banks, Interest Rates and Bitcoin

With bitcoin and equities signaling a risk reset as the West mulls sanctions on Russia for aiding rebel areas of Ukraine, and a look at the macro moment, CoinDesk’s Markets Daily is back with the latest news roundup. This episode is sponsored by Kava, Arculus and MELD.com. Toda ... Show More

12 m

Feb 2024

Market’s Smooth Operator + The Big Short Panel

On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses give their biggest takeaways from the Global Alts Conference in Miami (1:45), the NYCB/regional bank bust (11:30), the stock market entering the danger zone (16:00), job cuts across different industries (19: ... Show More

1h 3m

Aug 2024

The ABCs of CBDCs

<p>Turkey’s stock rally hits reverse as juicy interest rates lure savers out of the market, and the FT’s Polina Ivanova explains how Telegram is a lifeline for both Russian and Ukrainian troops and civilians. Plus, Cornell University’s Eswar Prasad says Thailand could open a wind ... Show More

11m 48s

Mar 2022

Crypto Update 3/7/22 | Why the Market Slump?

With macro factors weighing on markets and a global look at what’s happening today in crypto, CoinDesk’s Markets Daily is back with the latest news roundup. This episode is sponsored by Kava, Arculus and PathDAO. Today's Stories... Read the full show notes here. - Kava lets yo ... Show More

14m 29s