The Macro Trading Floor

106 Episodes

1. You Ready For Liberation Day?

   Published: 3/28/2025
2. Wake Up: The German Fiscal Stimulus Is Huge

   Published: 3/7/2025
3. Growth Scare: Yes or No?

   Published: 2/28/2025
4. The Next Big Macro Trade

   Published: 2/21/2025
5. How To Trade Tariff Day

   Published: 1/17/2025
6. The UK Bond Market Is Imploding

   Published: 1/10/2025
7. The Most Hawkish Fed In Years - What Now?

   Published: 12/20/2024
8. The US Dilemma in 2025

   Published: 12/13/2024
9. Trading Trump 2.0

   Published: 12/6/2024
10. Trump's Secret Agenda

    Published: 11/8/2024
11. The Bond Market Is On Fire

    Published: 10/25/2024
12. Financial Repression Is Here To Stay

    Published: 10/18/2024
13. What If The Fed Made a Mistake?

    Published: 10/11/2024
14. Macro Risks On The Horizon

    Published: 10/4/2024
15. Unpacking The Chinese Stimulus Bazooka

    Published: 9/27/2024
16. How To Trade The Fed Cutting Cycle

    Published: 9/20/2024
17. The World is Different Now

    Published: 9/13/2024
18. Will The Fed Cut by 25 or 50 bps?

    Published: 9/6/2024
19. How & When The Best Macro Investors Use Options

    Published: 8/23/2024
20. A Tale of Crowded Macro Trades

    Published: 8/10/2024