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The Macro Trading Floor

Alfonso Peccatiello & Brent Donnelly

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The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!
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We arm you with the knowledge, the tools, and the network to succeed on your financial journey. The Daily Briefing includes market analysis every weekday after US markets close and before Asian markets open. Subscribe today and get the best expert analysis for free. Brought to you from Real Vision.
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss the recent market pullback, the latest action in commodities (specifically uranium), how the AI narrative is impacting not only tech but the utility sector, and how she views the crypto landscape at the mome…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/44e8Yj0 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Peter Zeihan, geopolitical strategist and author at Zeihan on Geopolitics, joins Maggie Lake to discuss the emerging risks around the world, from recent attacks in the Middle East to on…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Real Vision co-founder and CEO Raoul Pal welcomes Jana Kreilein and David Garrett, co-founders of Club dVIN, for an amazing conversation about their global wine club, their discovery of…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/44e8Yj0 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Senior host and crypto editor Ash Bennington welcomes Chris Sullivan, co-founder and co-portfolio manager of crypto hedge fund Hyperion Decimus, for a deep dive into his three favorite …
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how mixed tech earnings are propping up the market, the potential for 10-year yields to surpass 5%, and his ana…
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US Q1 Real GDP printed below expectations but still at a respectable 1.6%, and core inflation was hotter than analysts forecast: more fuel on the fire of the reflation theme? Alf and Brent present a contrarian macro thesis instead, and also discuss the odds of a Chinese devaluation and more. Finally, they talk about the pros/cons of using stop loss…
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🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Tom Thornton, founder of Hedge Fund Telemetry, joins Ash Bennington to dissect the market’s reaction to today’s disappointing GDP data, what it means for the economy and monetary policy…
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🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Jurrien Timmer, director of global macro at Fidelity Investments, joins Maggie Lake to share his current macro perspective. They discuss whether a soft landing is still possible for the Fed, Jurrien's rate cut expectations, and the influence of AI on…
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🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Kevin Muir, author of The MacroTourist newsletter, joins Maggie Lake to discuss his current macro framework, his expectations for interest rates, the significance of the auto sector in current market conditions, and his approach to investing in preci…
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🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to analyze the current price action and technical levels in equities, the bond market moves, strategies for trading precious metals, and where he sees the tech sector headed …
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🔥 Kraken Pro: Experience it today at realvision.com/krakenpro Raoul Pal joins us for one of his legendary solo episodes explaining his thought process on the crypto and macro big picture. Get your RV notes app ready because this one is packed with charts and might even require a second viewing. Enjoy…! Recorded on April 8, 2024. The Festival of Lea…
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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Denise Shull takes us through her extraordinary journey from an introspective youth in Akron to a renowned performance coach and trading psychologist on Wall Street. In this episode of My Life In 4 Trades, the performance and strategy advisor, and founder of The ReThink Group, joins Maggie La…
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🔥 Something Special is Coming Soon... Join the Waitlist https://rvtv.io/4b1IXWd 🔥 Kraken Pro: Experience it today at realvision.com/krakenpro Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, joins Ash Bennington, to discuss the evolving conflict in the Middle East following Israel's retaliatory attack on Iran. They explore…
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The Fed is all of a sudden opening up to the possibility of hikes: what now? But most importantly: have you ever thought about the possibility of Fed hikes being stimulative? And finally: do you have any idea why every Central Bank in the world is targeting exactly 2% for inflation? Alf and Brent discuss this and much more in today's episode - have…
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Join Ash Bennington and Maggie Lake from Real Vision as they dive into the highlights and key takeaways from the first day of Real Vision's Festival of Learning. They share insights gathered from conversations with industry professionals and experts, providing viewers with a compr…
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Greg Weldon, CEO of Weldon Financial, joins Maggie Lake to explore the U.S. dollar's impact on equities, the potential for a continued rally in gold, the significance of Asian currencies in the current market landscape, and more. Real Vision Members can now get a discount on Greg'…
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Tony Greer, editor of The Morning Navigator, joins Maggie Lake to analyze the market action following Fed Chair Jerome Powell's comments that "rates need to stay higher for longer," Tony's outlook for oil is amid rising tensions in the Middle East, and where he sees a safe haven d…
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Maggie Lake is joined by Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, and Marko Papic, partner and chief strategist at Clocktower Group, to discuss Iran's on Israel, the market's reaction, why the upcoming U.S. election is a global focal point, and th…
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🔥 Get FREE access to digital asset insights to equip you with tools and know-how to supercharge your investment framework https://rvtv.io/3U1GFAD In this special episode, we bring you Impact Theory’s debate between Raoul Pal and longtime bitcoin critic Peter Schiff. Raoul and Peter get into whether bitcoin is here to stay and what role it can play …
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🔥 Get FREE access to future-forward insights on trends, technology, and society in our digital age with Raoul Pal and David Mattin https://rvtv.io/3xviaTB With increased inflation volatility and several assets reaching record highs, it’s increasingly complicated for investors to navigate the markets. RW Advisory CIO & macro-tactical strategist Ron …
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he believes recessions may be a thing of the past, how the Fed has seemingly abandoned its 2% inflation target, and strategies for your portfolio in an inflationary environment. Un…
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🔥 Festival of Learning: Get your FREE TICKET https://rvtv.io/4ayljku Jeff Snider, host of EuroDollar University, sits down with Ash Bennington to dissect the recent inflation data, discuss rising deflationary risks in China, and examine why the surging price of gold is more of an interest rate story than a reflection of inflationary pressures. You …
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🔥Get FREE access to digital asset insights to equip you with tools and know-how to supercharge your investment framework https://rvtv.io/3U1GFAD George Goncalves, head of U.S. macro strategy at MUFG, joins Maggie Lake to analyze the market's reaction to today's inflation data, the implications for future Fed policy, why he's monitoring the U.S. deb…
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🔥Get FREE access to digital asset insights to equip you with tools and know-how to supercharge your investment framework https://rvtv.io/3U1GFAD Kath Jones, chief fixed income strategist at Charles Schwab & Co., joins Maggie Lake to discuss why good news for the economy is currently bad news for markets, how bonds are reacting to the unwinding of r…
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🔥 Get FREE access to future-forward insights on trends, technology, and society in our digital age with Raoul Pal and David Mattin https://rvtv.io/3xviaTB Mike Alfred, founder and managing partner of Alpine Fox LP, joins Maggie Lake to explore what this week's slate of inflation data could mean for Fed policy and risk assets moving forward, where w…
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🔥 Sign up at www.realvision.com/krakenpro 🔥 Get FREE access to future-forward insights on trends, technology, and society in our digital age with Raoul Pal and David Mattin https://rvtv.io/4artw9x Real Vision co-founder and CEO Raoul Pal welcomes Dr. Bill Kapp, co-founder and CEO of Fountain Life, to explore the intersection of health and emerging …
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🔥 Sign up at www.realvision.com/krakenpro 🔥 Get FREE access to future-forward insights on trends, technology, and society in our digital age with Raoul Pal and David Mattin https://rvtv.io/4artw9x The path ahead for investors is riddled with uncertainty, so it can be easy to feel disempowered as a result. Today in Part 6 of our How to Unf*ck Your F…
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🔥 Sign up at www.realvision.com/krakenpro Jared Dillian, editor of the Daily Dirtnap, joins Maggie Lake to finish the week. Up for discussion: Today's jobs report and its significance amidst broader economic trends, his expectations for rate cuts this year, and how he is evaluating gold as it passes $2,300 and heads for its third straight week of g…
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Interested in Alf's Macro Fund? Send an email to fund@themacrocompass.com Markets are in reflation mode with commodities getting bid all over the place: not only gold and crude oil, but also silver, copper, zinc, you name it. Also, the US Dollar is showing signs of topping and it all starts to closely remind one of the most volatile macro periods e…
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🔥 Sign up at www.realvision.com/krakenpro Michael Howell, CEO of CrossBorder Capital, joins Maggie Lake to a raft of recent economic data and what it means, the upward trajectory of US 10-year Treasury yields, and the risk of policymakers stimulating an accelerating economy - which could become a problem in 2025. Discover the power of Kraken Pro, t…
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🔥 Sign up at www.realvision.com/krakenpro Darius Dale, founder of 42 Macro, joins Maggie Lake to dig into today's release of ISM and private payroll data, the factors behind the resurgence in yields, and an analysis of Fed Chair Jerome Powell's recent remarks made during a session at Stanford University. Discover the power of Kraken Pro, the advanc…
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🔥 Sign up at www.realvision.com/krakenpro Tony Greer, editor of the Morning Navigator, joins Maggie Lake to discuss the market drawdown kicking off Q2, the spike in yields, and his perspectives on the recent pullback in Bitcoin. The Morning Navigator is a trade publication where Tony applies his inimitable method of following markets and boils them…
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🔥 Sign up at www.realvision.com/krakenpro Harry Melandri, Advisory at Macro Intelligence 2 Partners, sits down with Maggie Lake to discuss the trajectory of the US economy, why the "higher for longer" camp has been right so far, and how upcoming elections might influence the markets. Discover the power of Kraken Pro, the advanced trading platform t…
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🔥 Sign up at www.realvision.com/krakenpro The rise of AI marks a transformative technological, economic, and societal inflection point — one with extreme implications for how we live and invest. So, how can investors take advantage of the trend? Jordi Visser, former CIO and chairman of Weiss Multi-Strategy Advisers, welcomes Beth Kindig, CEO and le…
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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 traders' mistakes, and how to think of risk/reward when looking at ins…
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🔥 Sign up at www.realvision.com/krakenpro Ben Miller, Founder of Fundrise, sits down with Maggie Lake to discuss the current state of the economy, the lag effects associated with higher rates, and the disruptive potential of AI on economic growth. Plus, Ben lays out three possible scenarios he envisions unfolding (and their consequences). Discover …
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🔥 Sign up at www.realvision.com/krakenpro Noelle Acheson, editor of Crypto is Macro Now, joins Maggie Lake to share her rate cut expectations for the rest of the year, discuss the inflows into the Bitcoin spot ETF, and the potential of more ETFs coming to market. Plus she will update us on Coinbase's attempt to get its SEC case dismissed. You can f…
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🔥 Sign up at www.realvision.com/krakenpro Bob Elliott, co-founder, CEO, and CIO of Unlimited Funds, joins Maggie Lake to discuss the market action to start the week, why he sees a “no landing” scenario with monumental consequences for global growth, inflation, interest rates, and central bank policy moving forward. Discover the power of Kraken Pro,…
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🔥 Sign up at www.realvision.com/krakenpro Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to share his insights on the latest market action. They discuss the movement of the U.S. dollar, the trends in gold and silver, the powerful dynamics unfolding in the tech sector, and more. Discover the power of Kraken Pro, the adva…
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🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai World-renowned artist Sam Spratt joins Raoul Pal for a deep dive into the inception of Sam’s Luci series, how he discovered his voice as an artist, and how he changed the art collecting and community experience with g…
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🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai Real Vision co-founder and CEO Raoul Pal takes the interviewee seat this time on Speak Up with Anthony Scaramucci. Raoul and Anthony go deep into the transformative power of cryptocurrencies, their impact on global ma…
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🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai Celebrate the 1000th episode of the Daily Briefing with us as Kevin Kelly, Co-founder of Delphi Digital, joins Maggie Lake to analyze the market's response to central bank decisions this week. They'll also explore the…
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This week Alf welcomes Dario Perkins to the show. Dario discusses how we got here with much more benign inflationary dynamics without a big damage to labor markets - hint: Central Bankers were lucky more than skilled. Dario and Alf discuss the path ahead for economies and monetary policy, and a trade idea. Alf opens and closes the show with his tho…
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🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai Amid ongoing economic pressures and looming currency devaluation concerns, we've spent the last two weeks digging into strategies for wealth building and stability in these evolving markets. On today’s show, Real Visi…
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🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai Darius Dale, founder of 42 Macro, joins Maggie Lake to analyze the FOMC interest rate decision, Fed Chair Jerome Powell's press conference remarks, and the market’s reaction to another month unchanged. They explore th…
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🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai Peter Boockvar, CIO of Bleakley Financial Group and author of The Boock Report, joins Maggie Lake to review the latest market action ahead of tomorrow’s Fed interest rate decision. They analyze the implications of the…
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🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss the incredibly mixed market landscape, where she says "cracks are appearing," why she believes commodities are still undervalued compared t…
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🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai In Part 1 of our How to Unf*ck Your Future series, Raoul digs into the charts to explain our current economic reality and how it’s all shaped by the Three D’s: debt, demographics, and deflation. But don’t worry, it’s …
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🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai For the second day of our week-long series, Research: How the Pros Do It, Peter Boockvar, CIO of Bleakley Financial Group, and Brent Donnelly, president of Spectra Markets, join Maggie Lake to explore their research f…
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