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The Macro Trading Floor

The Macro Trading Floor

By: Alfonso Peccatiello & Brent Donnelly
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Summary

 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!Copyright Alfonso Peccatiello Economics Personal Finance Politics & Government
Episodes
  • Process, Process, Process

    Process, Process, Process
    May 15 2026
    To reach out to Alf: alf@palinurocapital.com (or Alfonso Peccatiello on BBG) To reach out to Brent: bdonnelly@spectramarkets.com (or Brent Donnelly on BBG) In this episode, Alf and Brent focus on various aspects of their investment/risk management process. They discuss several ideas and how to implement them according to their framework: when to use options? How to think about convexity?
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    33 mins
  • Macro Investing In A Post-Hormuz World

    Macro Investing In A Post-Hormuz World
    May 8 2026
    To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com Alf and Brent refresh their macro and trading frameworks on the basis of new info: the Iran/US MoU in negotiation phase, how the world might look like when Hormuz reopens, the Japanese FX intervention and more.
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    34 mins
  • New All-Time Highs Are Here: Now What?

    New All-Time Highs Are Here: Now What?
    Apr 17 2026
    To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com Alf and Brent discuss the framework for an Iran-US deal, and how to approach rates, currencies and equity markets for the foreseeable future.
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    37 mins
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