About this episode
Sep 6
Cracks In The US Labor Market - What Next?
33m 22s
Aug 29
The Truth Behind Fiscal Dominance
29m 12s
Aug 23
Run It Hot Hot Hot
35m 1s
Mar 2022
BREAKDOWN: The Market Indicator Flashing ‘Recession’
16m 14s
Apr 2023
Key Principles For Successful Trading | Simon Ree
1h 8m
Mar 2022
BREAKDOWN: How Markets Are Interpreting the Fed’s First Hike Since 2018
15m 54s
Mar 2022
BREAKDOWN: The Fed’s Powell Is Getting More Hawkish as Market Starts Using the ‘R-Word’
16m 34s
Jan 2022
BREAKDOWN: The Macro Battle That Will Shape Crypto Markets This Year
20m 33s
Aug 2022
Untapped Opportunities in Crypto With FTX's Amy Wu
43m 43s
May 2022
BREAKDOWN: As the Market Slinks Down, It's Time to Touch Grass
17m 5s
Jan 2022
BREAKDOWN: What the Highest Inflation in 4 Decades Means for Markets
16m 21s
Mar 2020
A Top Down, All Weather ETF Portfolio - Coronavirus Edition
22m 3s
Sep 2023
MARKETS DAILY: Crypto Update | SEC Delays Spot Bitcoin ETF Decision for All Applicants
8m 29s
On today's episode of The Macro Trading Floor, Alfonso & Andreas take a look into another busy week in central banking with the Fed, ECB & BoE all announcing further rate hikes on their tightening cycles. Markets have rallied through January with the S&P 500 returning roughly 8% so far in 2023. With the most speculative risk asset's ral ... Show More
Alf and Brent discuss the recent NFP print and its implications for markets. They also reflect on the right framework to apply to RSI and options when dealing with asset classes having skewed return distributions. To contact Alf and Brent, send a Bloomberg IB to Brent Donnelly an ... Show More
Alf and Brent discuss the latest attempt from Trump to gain more control over the Fed, and the implications this might have on multiple asset classes. They also discuss the JPY and the political situation in France.
Alf and Brent discuss the surprising Jackson Hole speech in which Powell opened up to interest rate cuts already in September. Markets are reacting strongly, but the real question is what should we expect if Trump runs the economy hot alongside a dovish Fed in 2026?
Why the U.S. Treasury yield curve inverted and what it means. This episode is sponsored by Nexo.io, Arculus and FTX US. Since 1955, every U.S. recession has been preceded by the inversion of the U.S. Treasury yield curve, meaning that short-dated notes had higher yields than long ... Show More
On todays episode of Forward Guidance Simon Ree Author & Founder of The Tao Of Trading joins the show for a discussion on the key principles for becoming a successful trader.
Simon takes us back to March 2020, a period which kicked off an aggressive bull market leading all the w ... Show More
Is a 25 basis point hike enough to stem the impact of inflation? This episode is sponsored by Nexo.io, Arculus and FTX US. Wednesday, the U.S. Federal Reserve increased its benchmark interest rate for the first time since 2018. This came despite an increasingly volatile economic ... Show More
Is recession the only way out of inflation? This episode is sponsored by Nexo.io, Arculus and FTX US. On today’s episode, NLW takes a tour of recent macro sentiment, focusing on the shifting tone coming out of the U.S. Federal Reserve. In speeches and interviews this week, Fed Ch ... Show More
A Fed shift from QE to QT and a political battle over austerity and inflation.This episode is sponsored by Nexo, Abra and FTX US.Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively considering ... Show More
On today's episode of "On the Margin", Amy Wu of FTX Ventures joins the show for a discussion on the venture capital industry both in traditional markets and crypto.
After an explosion in VC funding throughout 2021, how have current market conditions effected private markets thro ... Show More
A look at FOMC meeting minutes and other macro indicators.This episode is sponsored by Nexo.io, NEAR and FTX US. Today on “The Breakdown,” NLW explores the macro set-up, including Fed unanimity on two 50 basis point rate hikes in June and July followed by optionality at the Sept ... Show More
It all comes down to market expectations. This episode is sponsored by Nexo, Abra and FTX US.Markets have been nervous since last week’s FOMC meeting minutes revealed the Fed was considering early “balance sheet normalization” or quantitative tightening. At yesterday’s confirmati ... Show More
With markets in sell-off mode the world over and few asset classes spared - Oil is below $35/bbl while the S&P 500 is down more than 6% on the day as I write this on Monday March 9, today's conversation with Macro specialist Eric Basmajian is hugely important. Eric is Head of Mac ... Show More
The regulator has now announced delays for all six of the new ETF applications.Today's episode is sponsored by Kraken Pro and Simpluris.Today's Stories:First Mover Americas: SEC Delays Spot Bitcoin ETF Decision for All ApplicantsU.S. August Job Adds of 187K Vs Estimates for 170K; ... Show More
