show episodes
 
T
The Macro Trading Floor

1
The Macro Trading Floor

Alfonso Peccatiello & Andreas Steno Larsen | Blockworks

Unsubscribe
Unsubscribe
Weekly
 
Every week, one of the best worldwide macro investors joins this unique show to talk about the economy, markets and elaborate the next big actionable macro trade! The show is hosted by two young and institutionally successful European macro stars: Alfonso Peccatiello (former Head of a $20bn Investment Portfolio at ING) and Andreas Steno Larsen (former Chief Strategist at Nordea).
 
F
Femme Lead

1
Femme Lead

Alexandra Ciobotaru

Unsubscribe
Unsubscribe
Monthly+
 
Who are your role models in your professional life? Join Alexandra Ciobotaru as she interviews leaders from communities around the world and finds inspiring individuals whose career paths will inspire the next generation of leaders. Femme Lead is an initiative created to showcase female role models and start a discussion about navigating the professional path and share advice on lessons learned along the way. Each interview's tone is friendly, warm-hearted, and focuses on key points that giv ...
 
F
Food Can Fix It

1
Food Can Fix It

EAT: The Science-Based Global Platform for Food System Transformation

Unsubscribe
Unsubscribe
Monthly
 
Food Can Fix It is a podcast produced by EAT as part of our mission to create a fair and sustainable global food system for healthy people, animals and planet. Our weekly interviews spotlight the work of activist chefs, visionary political leaders, socially responsible investors and groundbreaking entrepreneurs and scientists who are transforming the way we produce, consume and think about food. Tune in to hear about how children in Peru are being taught to like dark chocolate, how used tea ...
 
Loading …
show series
 
For professional investors only.NAM talksDisclaimer:For professionals only Disclaimer: Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertisin…
 
Solo per investitori professionaliDisclaimer:Nordea Asset Management è il nome funzionale delle attività di asset management svolte dalle persone giuridiche, Nordea Investment Funds S.A. e Nordea Investment Management AB ("Entità Legali") e le loro filiali e succursali. Il presente podcast è materiale pubblicitario e ha lo scopo di fornire al letto…
 
Cultural Adjustment | Living Abroad | Culture Shock | Consultant | Integration | Well-Being Specialist | Intercultural Awareness | Founder | Role Model | Trainer | Our guest is Kathy Borys Siddiqui the founder of Active Action, an organization supporting International companies as well as internationals and their families in the intercultural trans…
 
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome John Normand Cross-Asset Strategist, JPM alum for a global macro tour of the world. John walks through the most anticipated recession in history by looking at the current market pricing in FX, rates and credit. Has the forecasted slowdown in 2023 really started to rear its h…
 
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Steve Drobny Founder and CEO at Clocktower Group for an inside look into the hedge fund industry. With the past two years spurring the return of macro volatility, many macro hedge funds have arisen, posting high returns in the timeframe. Steve, with his extensive connectio…
 
Career Break | Career Development | Digital Innovation | Digital Agency | People Leader | Goals | Reflections | Learnings | Career Progression | Pause | Our guest today is Sonja Lakner. Originally from Austria, Sonja studied communications and media and after a few years of working in digital agencies in London, she has worked in leadership positio…
 
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Nitesh Shah Head of Commodity and Macroeconomic Research at WisdomTree for a discussion on the China reopening, how it will effect commodity markets and it's impact on broader markets. Energy was the strongest performing sector in 2022, but should we expect the same in 202…
 
On today's episode of "The Macro Trading Floor," Andreas and Alfonso look back at 2022, before sharing their global macro outlook for 2023. Reflecting on the best trades of the year, Andreas and Alfonso remember the greatest trades put forward by our guests in 2022. Turning to 2023, just how will the events of 2022 shape the global macro picture? W…
 
In this episode, we review all the career breakthroughs that 2022 brought along, including hosting our first career conference and planning new community events in Denmark. Join our next event in Copenhagen on January 25th, 2023 with AWS: https://www.femmeleadpodcast.com/events Stay up to date with all of our events via email: https://www.femmelead…
 
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Warren Pies Founder of 3Fourteen Research for a discussion on what to expect as we head into 2023. Warren begins by walking through the current macro cycle he sees us in as we wrap up 2022 and head into 2023. As the yield curve displays some very important signals, Warren …
 
When did we last experience a normal year? In this podcast, Johan Trocmé and Viktor Sonebäck review the Nordea On Your Mind topics covered this year and warn that 2023 may not be peaceful and quiet either. But we should not despair; it often takes a crisis to bring positive structural change.Disclaimer:All opinions and estimates in this podcast are…
 
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Felix Zulauf of Zulauf Consulting for a discussion on the changing macro landscape and the policy error the Fed is making. Taking us on a global macro tour of the world, Felix argues that the past few decades of globalization could now be in reverse, and most investors are…
 
Sólo para inversores profesionalesDisclaimer:Nordea Asset Management es el nombre funcional del negocio de gestión de activos que llevan a cabo las entidades jurídicas, Nordea Investment Funds S.A. y Nordea Investment Management AB ("Entidades Legales") y sus sucursales y filiales. El presente podcast es material publicitario y está destinado a pro…
 
For professional investors only.NAM talksDisclaimer:For professionals only Disclaimer: Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertisin…
 
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Jurrien Timmer Director of Global Macro at Fidelity for a discussion about the recession many analysts see ahead in 2023. How could a recession in 2023 effect corporate earnings and markets more broadly? As liquidity ha already declined throughout 2022, could a recession b…
 
We apologise for any minor audio issues you may experience on today's episode. -- On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Alex Campbell, the Founder of Rose AI, to the show for a discussion on the current situation in China. As inflation, de-globalization, and tight commodity markets continue to impact markets, …
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Thomas Thornton of Hedge Fund Telemetry joins the show to discuss the equity bear market in 2022. Tommy walks through what has happened in 2022, and what to expect in 2023 as investors face uncertainty if the recent rally is a bear market rally, or a bottom. Tommy goes on …
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jacob Shapiro, Director of Geopolitics at Cognitive Investments for a discussion on the global trend to a multipolar world. In 2022, geopolitics has been one of the leading factors in markets, so we invited an expert in geopolitics to help us navigate this environment. Exp…
 
For professional investors only.NAM talksDisclaimer:For professionals only Disclaimer: Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertisin…
 
Sólo para inversores profesionalesDisclaimer:Nordea Asset Management es el nombre funcional del negocio de gestión de activos que llevan a cabo las entidades jurídicas, Nordea Investment Funds S.A. y Nordea Investment Management AB ("Entidades Legales") y sus sucursales y filiales. El presente podcast es material publicitario y está destinado a pro…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Brent Donnelly President of Spectra Markets for a discussion on the economic weakness around the world. With market participants focusing on the U.S as Powell continues to fight inflation, Brent reminds us that the real stress is not in the U.S, but elsewhere. Looking to C…
 
Are you praying for greater wind speeds? Loading up with blankets ahead of the winter? Sky high electricity prices has made the European energy crisis something real and highly relevant for us all. In this Nordea On Your Mind podcast, Johan Trocme and Viktor Sonebäck talk you through what has caused the crisis, how the Nordic countries have been sw…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Raoul Pal CEO & Co-Founder, Real Vision & Global Macro Investor to the show for a discussion on debt, demographics and deflationary pressures. Raoul discusses some of the structural deflationary forces that lie ahead for markets. How will these forces effect markets as the…
 
On today’s episode of “The Macro Trading Floor,” Andreas is joined by Jack Farley Host of Forward Guidance to discuss big tech earnings, preparing for a recession in Europe and natural gas prices. Natural gas prices in Europe plunged due to a mild start to winter throughout October, European next hour Dutch TTF actually briefly turned negative. And…
 
For professional investors only.NAM talksDisclaimer:For professionals only Disclaimer: Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertisin…
 
Sólo para inversores profesionalesDisclaimer:Nordea Asset Management es el nombre funcional del negocio de gestión de activos que llevan a cabo las entidades jurídicas, Nordea Investment Funds S.A. y Nordea Investment Management AB ("Entidades Legales") y sus sucursales y filiales. El presente podcast es material publicitario y está destinado a pro…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Michael Gayed of Toroso Investments and publisher of The Lead-Lag Report to the show for a discussion on if their is a bull case for markets. Michael discusses the poor performance of bonds throughout the year as they failed to hedge equity drawdowns. What does this mean f…
 
In Nordea Thematics annual treasury study, 160 Nordic large corporates have answered questions about what they consider to be the greatest risks and how they manage them. Johan Trocmé and Viktor Sonebäck talk about the companies’ exposures to Russia and China, how and why supply chains will be de-globalised in the coming years, and how exposures an…
 
Finance | Trading | Chief Dealer | Capital Markets | Nordea | Career | Progression | Leadership | Graduate Program | Role Model | Women in Finance | Sophie Jelstrup is the Chief Dealer & Functional Lead - Global Trading at Nordea Markets. Sophie is based in Copenhagen, Denmark, studied economics and has a double master's degree in Finance from the …
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Mikael Sarwe, director and head of Strategy Sweden at Nordea, to the show. Sarwe argues that with collapsing liquidity driving down the money supply, the ability of market participants to take risk is greatly reduced, and as such the mid-term outlook for risk assets remain…
 
On today’s episode of “The Macro Trading Floor,” Alfonso welcomes John Porter Principal of Mercator Financial Advisors to the show. With a background spanning from CIO at the World Bank, Managing Director at Barclays, working in several hedge funds and so much more, John Porter was the perfect guest to invite to the show. John shares his thoughts o…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso discuss the top stories of the week from the Bank of England announcing emergency gilt market operations, recent volatility in currency markets & the Nord Stream gas leak. With so much happening in currencies as the US dollar continues marching higher, Alfonso & Andreas take the t…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Bob Elliott Co-Founder, CEO & CIO of Unlimited Funds to the show. With U.S inflation still above 8%, Bob walks through previous periods of inflation and describes what kind of portfolios are best suited to periods of high inflation. How does the traditional 60/40, risk par…
 
For professional investors only.NAM talksDisclaimer:For professionals only Disclaimer: Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertisin…
 
Innovation | CEO | Venture Capital | Board Member | Agile Leadership | Energy & Maritime Industry | Top 50 Women in Technology | Braving Innovation | Nada Ahmed is a public speaker, writer, and innovation and tech advisor with over 15 years of corporate leadership experience in the Energy and Maritime industry. She is the CEO and founder of Agile L…
 
On today’s episode of “The Macro Trading Floor,” Alfonso takes a week out and substitutes in Jack Farley Host of another Blockworks podcast titled "Forward Guidance". Andreas and Jack welcome Andrew Simon, Chief Operating Officer of Macro Hive to the show for a discussion on one of the most widely discussed topics in markets, energy. Seeing no sing…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Vincent Deluard Director of global macro at StoneX. Vincent outlines the new regime for inflation before taking a deep dive into the labor market and how structural shifts such as demographics & de-globalization are beginning to cause tectonic shifts for global markets. Fi…
 
Retail sales have been migrating online from stores for years. The pandemic gave a big boost to this migration, which has now eased off. In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck talk about what will come next, how the online share of retail sales could resume its structural growth trend, with demographics as a key drive…
 
Company Culture | Organizational Development | Global Transformation | Coaching | Education | Transition at Work | Role Model | Emotional Intelligence at Work | Summing up all aspects of her work Tamilla Mahkamova is a psychologist, HR, Organizational Development and Transformation expert, coach, and educator. Over the last 15 years, she has worked…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Ben Melkman Founder & CIO of Light Sky Macro. Expecting a secular shift in inflation, Ben shares his thoughts on the current state of markets as the Fed continues their fight to slay the inflation dragon. Could the Fed be out of ammo? Are markets mispriced for a secular sh…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome David Woo CEO of David Woo Unbound to the show. Recording ahead of Jackson Hole, David shares his outlook on a US recession, Fed policy vs economic growth, whether or not the Fed will be able to slay the inflation dragon and the importance of understanding politics as well…
 
Chief Product Officer | Mentor | International Speaker | Top Women in Product | Career Advice | Contract Negotiation | Non-Negotiables at Work | Corporate Advisor | Digital Transformation | Femme Lead welcomes Alexandra Lung, an internationally recognized product leader, C-suite executive, public speaker, corporate advisor, and leadership mentor. H…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Whitney Baker CEO of Totem Macro to the show. With a background at some of the largest funds in the world, including Bridgewater, Whitney provides an expert view into the secular shift happening in markets today. Arguing that liquidity & globalization were two of the most …
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Nick Stadtmiller Director of Emerging Markets Strategy at Medley Advisors. With an expertise in emerging markets, Nick joins the show for a discussion on the macro forces driving EM's. From global inflation rates to the rising U.S Dollar's effect on EM currencies, Nick pro…
 
How People Learn | Subject Matter Expert | Learning & Development | Passion | Entrepreneur | Learning | Book to Courses | Learning Design | Instructional Design | Thought Leader | Olimpia Mesa is a leading expert and consultant on brain-based learning design. President of Instructional Design Ltd., a company behind hundreds of successful corporate …
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Teddy Vallee, Founder & Chief Investment Officer at Pervalle Global. After positioning to be short everything in the first half of 2022, Teddy now sees an environment where inflation will begin to roll over. With typical growth indicators slowing down such as commodities, …
 
Dean is looking at shorting the Nasdaq 100 ETF ($QQQ) by using a "butterfly" spread. He wants to fade a Fed pivot (he wants to bet against the consensus that the Fed will reverse course and loosen policy) by shorting duration-sensitive equities such as those in the Nasdaq. -- DAS Digital Asset Summit is crypto's most institutional conference. DAS i…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome best selling author and investment manager at Quadriga Asset Management Diego Parrilla to the show for a discussion on China. Diego makes the point that China's growth over the past 20 years is no longer sustainable as they battle high debt levels, demographic collapse & n…
 
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Marko Papic Partner and Chief Strategist at Clocktower Group. With such a massive bull run in energy, particularly Oil since the March 2020 lows, is the bull run sustainable? With a geopolitical premium priced into energy markets since the Russian invasion of Ukraine, are …
 
Loading …

Quick Reference Guide

Copyright 2023 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login