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Macro Traders Reflections

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Manage episode 409428081 series 3338244
Content provided by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 insurance trades.

Here are some non-trading and investing reads that are useful for traders and investors.

https://www.philgalfond.com/articles/variance-beyond-the-surface

The Inner Game of Tennis by Timothy Gallwey

My System by Aron Nimovich

  continue reading

81 episodes

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Macro Traders Reflections

The Macro Trading Floor

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Manage episode 409428081 series 3338244
Content provided by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 insurance trades.

Here are some non-trading and investing reads that are useful for traders and investors.

https://www.philgalfond.com/articles/variance-beyond-the-surface

The Inner Game of Tennis by Timothy Gallwey

My System by Aron Nimovich

  continue reading

81 episodes

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