Oct 29

MacroVoices #556 Luke Gromen: US Midterms & Beyond

MacroVoices Erik Townsend & Patrick Ceresna welcome Luke Gromen. They discuss why the economic fallout from the prolonged Strait of Hormuz disruption has been slower than expected, with China’s reduced oil demand and coordinated strategic reserve releases helping cushion the supp ... Show More

55m 28s

Oct 22

MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France

MacroVoices Erik Townsend & Patrick Ceresna welcome Dr. Anas Alhajji and Louis-Vincent Gave. They discuss Anas’s takeaways from the Riyadh Energy Week conferences and how the “three seas crisis” in the Gulf, Red Sea, and Black Sea, is reshaping energy security and global supply c ... Show More

1h 39m

Oct 15

MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants

MacroVoices Erik Townsend & Patrick Ceresna welcome Yasir Arafat. They discuss Aalo Atomics’ plan to mass-produce small nuclear reactors, initially for AI data centers, and the scale of the power demand the company hopes to serve. Arafat describes how factory production and repea ... Show More

1h 13m

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

Mar 2024

Macro Traders Reflections

Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low volatility market regime, how to approach it trying to avoid the most common macro ... Show More

36m 59s

Feb 2024

Macro Opportunities Around The World

Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect the odds of a soft landing. Is there a trade maybe? They then move their focus to Canada, Europe, New Zealand, China: a tour around the world searching for macro oppo ... Show More

36m 31s

Dec 2020

BTC006: Bitcoin & the Macro Backdrop - w/ Brent Johnson from Santiago Capital (Bitcoin Podcast)

IN THIS EPISODE, YOU'LL LEARN: How Brent views the macro landscape Brents opinions on different "pools" of money in the greater economy Why scare assets are going to continue to dominate the investing landscape How to think about position size Brent's risks for Bitcoin How much B ... Show More

1h 2m

Sep 2024

The World is Different Now

Alf and Brent discuss similarities and differences between the world and the macro cycle today versus the pre-pandemic period. While the cycle might look similar, should we not pay attention to the structural differences too? The duo moves on to discuss the aggressive bond market ... Show More

41m 14s

Apr 2023

What's Happening In Global Macro?

Subscribe to The Macro Trading Floor YouTube channel: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Trading Floor, Alfonso & Andreas take a tour of the global macro landscape by looking at the key themes to watch around the globe. We ... Show More

38m 32s

May 2022

Revenge of the Dollar & the Meltdown in Global Markets | Brent Johnson

In Episode 250 of <a href="https://www.hiddenforces.io/podcasts">Hidden Forces</a>, Demetri Kofinas speaks with CEO of Santiago Capital and originator of the "Dollar ... Show More

47m 37s

May 2023

The Credit Crunch is Here

Subscribe to The Macro Trading Floor YouTube channel: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- Alf and Andreas discuss the recent Federal Reserve and ECB decisions and the market reactions. They also dig deep into the unfolding regional bank crisis and discus ... Show More

34m 6s

Jul 2020

The Interview - Lining Up The Dollar Dominoes w/ Brent Johnson and Lyn Alden

Brent Johnson, CEO of Santiago Capital, joins Lyn Alden of Lyn Alden Investment Strategy for an in-depth discussion on the fate of the world's most important currency: the U.S. dollar. Johnson gives a strategic update on his "Dollar Milkshake" thesis and explains his bullish long ... Show More

1h 19m

MacroVoices #451 Brent Johnson: Macro Dr...