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This Will Blow Up, And This Will Be Your Safe Haven

This Will Blow Up, And This Will Be Your Safe Haven

FromThe Macro Trading Floor


This Will Blow Up, And This Will Be Your Safe Haven

FromThe Macro Trading Floor

ratings:
Length:
63 minutes
Released:
May 15, 2022
Format:
Podcast episode

Description

On today's episode of "The Macro Trading Floor," Alfonso and Andreas are joined by a very special guest to discuss the top stories of the week. After a week in markets few will forget, Alfonso & Andreas discuss the dilemma central banks around the world face as they embark on tightening financial conditions in the face of soaring inflation.

After our guest walks us through their macro framework, they share their actionable trade idea. To hear that, you'll have to tune in!
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Follow Andreas: https://twitter.com/AndreasSteno 
Follow Alfonso: https://twitter.com/MacroAlf 
Follow Blockworks: https://twitter.com/Blockworks_

Subscribe To The Macro Compass: https://themacrocompass.substack.com/ 
Subscribe To Stenos Signals: https://andreassteno.substack.com/ 
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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(00:00) Introduction
(00:30) Top Stories of The Week
(13:47) Full Length Feature Interview
(14:30) Are The ECB Trapped?
(18:43) Inflation In Europe
(30:32) Actionable Trade Idea
(43:07) Effect of a Rising Dollar
(45:45) What Is Behind The Dollar's Rise?
(53:10) Final Thoughts
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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.
Released:
May 15, 2022
Format:
Podcast episode

Titles in the series (63)

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).