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).

A last, fascinating tour across global macro asset classes before Alf and Andreas switch the lights off for a while.

Want to keep up with Andreas and Alf’s macro views?

You can keep up with Andreas through the brand new macro podcast called ‘Macro Sunday’ as well as through his research platform at www.stenoresearch.com, where you can currently get a 30% discount with the code ‘macro30’. Also remember to follow Andreas at @andreassteno on Twitter.

Going to miss Alf’s views on TMTF? No worries!

Alf offers a bespoke service for institutional investors where he provides dedicated research and trade ideas leveraging on his experience running money and having been in your seat before (all also available in podcast/audio format like TMTF!) - send us an email at pro@themacrocompass.com to discuss a deal!

If you are not an institutional investor and you think you'll miss Alf’s analysis on TMTF, his timely macro strategy pieces and trade ideas are available also in podcast format on TheMacroCompass.com - check it out!

The Macro Trading Floor

This Is It

In this episode, Alf and Andreas discuss the decisions from the Fed, ECB and Bank of Japan. 

In a few episodes, The Macro Trading Floor is about to stop for a while: want to keep up with Andreas and Alf’s macro views?

You can keep up with Andreas through the brand new macro podcast called ‘Macro Sunday’ as well as through his research platform at www.stenoresearch.com, where you can currently get a 30% discount with the code ‘macro30’. Also remember to follow Andreas at @andreassteno on Twitter.

Going to miss Alf’s views on TMTF? No worries!

Alf offers a bespoke service for institutional investors where he provides dedicated research and trade ideas leveraging on his experience running money and having been in your seat before (all also available in podcast/audio format like TMTF!) - send us an email at pro@themacrocompass.com to discuss a deal!

If you are not an institutional investor and you think you'll miss Alf’s analysis on TMTF, his timely macro strategy pieces and trade ideas are available also in podcast format on TheMacroCompass.com - check it out!

The ECB Hikes As The Fed Pauses - Is This 2008 Again?

The debt ceiling soap opera is over and hence it’s time to rebuild the Treasury General Account - Alf and Andreas bust some of the myths around this topic, and discuss the real market implications out of this. They also look at inflation developments around the world, labor markets and conclude with some actionable investment ideas.

If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here!

- Alf's website: https://www.themacrocompass.com/
- Andreas' website: https://stenoresearch.com/

Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

It's All About Liquidity & Inflation Now

Tech stocks are pushing stock indexes higher, with AI-related companies (NVIDIA?) leading the rally more decisively while the ''S&P 495'' doesn't join the party. Alf and Andreas discuss this trend, update us on the debt ceiling negotiations, and present some actionable trade ideas.

If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here!

- Alf's website: https://www.themacrocompass.com/
- Andreas' website: https://stenoresearch.com/

Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Alfonso Peccatiello & Andreas Steno Larsen

The Macro Trading Floor by Alfonso Peccatiello & Andreas Steno Larsen

Episodes