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May 2024
28m 31s

Don't Make This Mistake

Alfonso Peccatiello & Brent Donnelly
About this episode
Free Trial to Alf's Institutional Research? Ping Alfonso Peccatiello on Bloomberg for more info! In this podcast, Alf invites Peter Farac (aka @countdraghula on Twitter) to the show. Peter brings a wealth of experience running money and has specific skills in rates and vol markets. Alf and Peter discuss where the US business cycle actually is, how markets a ... Show More
Up next
Yesterday
More Pain Ahead Or Buy The Dip?
The Nasdaq has now sold off nearly 10% from the highs, and the pain in momentum assets is even more severe. Alf and Brent discuss whether there are reasons to believe more pain lies ahead, or this is the time to step in and buy the dip. 
30m 17s
Nov 14
''Run It Hot'': The Comeback?
Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward? Want to reach out to Alf or Brent? Alfonso Peccatiello on Bloo ... Show More
28m 29s
Oct 31
We Have A Deal: Now What?
Alf and Brent discuss the market reaction to the ''deal'' between Trump and Xi: what happens next? The duo also covers the Fed and BoJ decisions, the state of the AI trade, and the Supreme Court hearings on tariffs starting next week. 
31m 10s
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