On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivot. Have the probabilities increased since the recent turmoil in the banking system has given the Fed more cover to reign in their hawkish stance? Finally, Alfons ... Show More
Jan 23
US Dollar Hedging: A Real Risk or Just a Narrative?
To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent reflect on the April-2025-like price action which coincided with the tariff threats. Now that the TACO is here, the real question is: will this episode encoura ... Show More
37m 12s
May 2022
Is This The U.S Dollar End Game? | Brent Donnelly
Blockworks is proud to present a new podcast with Alfonso Peccatiello, co-host of “The Macro Trading Floor.” Each week on “Boiler Room,” Alf interviews the top names in finance to help you maneuver markets.
In the debut episode, Alfonso is joined by Brent Donnelly, president of S ... Show More
33m 27s
Jan 2022
BREAKDOWN: The Macro Battle That Will Shape Crypto Markets This Year
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 consideri ... Show More
20m 33s
Mar 2022
BREAKDOWN: The Fed’s Powell Is Getting More Hawkish as Market Starts Using the ‘R-Word’
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 ... Show More
16m 34s
Mar 2022
BREAKDOWN: The Market Indicator Flashing ‘Recession’
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 lo ... Show More
16m 14s
May 2022
BREAKDOWN: The Fed vs. VC – What’s Driving Crypto Short-Term and Long-Term Market Outlook
It’s a tale of two markets in crypto.
This episode is sponsored by Nexo.io, NEAR and FTX US.
In the short term, crypto is firmly a part of the larger macro cycle driven by the Fed’s fight against inflation. In the long term, however, there is much evidence that the market downt ... Show More
17m 53s
Mar 2024
Trading the Next Crypto Bull Market | 1000x
Gm! We gathered at DAS London to record the first ever live episode of 1000x. We discuss where are we in the cycle, the ETF impact, Bitcoin's path to $100,000, is the alt L1 trade dead & of course meme coins.
Study the Felman. Lessons in there. Enjoy!
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Follow Mike: https://t ... Show More
42m 32s