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内容由Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly提供。所有播客内容（包括剧集、图形和播客描述）均由 Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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How To Trade Macro Now?
Manage episode 418695853 series 3338244
内容由Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly提供。所有播客内容（包括剧集、图形和播客描述）均由 Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
(Links mentioned in the podcast are in the show notes below: check them out!)
Alf and Brent discuss the soft patch the US seems to be going through and the CPI number released this week. If markets are going to continue with this low-vol grind higher, how do you trade macro now? Also, China seems to be cooking something big this time.
- Contact me (Alfonso Peccatiello) on Bloomberg to check out the Crowded Trades Indicator
- Link to Bill Bishop piece on China:
https://sinocism.com/p/putin-in-china-reactions-to-us-tariffs
- Link to the interview with Paul Tudor Jones: https://www.linkedin.com/posts/alfonso-peccatiello-72156a6a_paul-tudor-jones-market-wizards-activity-7196033190011060226-jDKp?utm_source=share&utm_medium=member_desktop
78集单集
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Manage episode 418695853 series 3338244
内容由Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly提供。所有播客内容（包括剧集、图形和播客描述）均由 Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
(Links mentioned in the podcast are in the show notes below: check them out!)
Alf and Brent discuss the soft patch the US seems to be going through and the CPI number released this week. If markets are going to continue with this low-vol grind higher, how do you trade macro now? Also, China seems to be cooking something big this time.
- Contact me (Alfonso Peccatiello) on Bloomberg to check out the Crowded Trades Indicator
- Link to Bill Bishop piece on China:
https://sinocism.com/p/putin-in-china-reactions-to-us-tariffs
- Link to the interview with Paul Tudor Jones: https://www.linkedin.com/posts/alfonso-peccatiello-72156a6a_paul-tudor-jones-market-wizards-activity-7196033190011060226-jDKp?utm_source=share&utm_medium=member_desktop
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类似 The Macro Trading Floor 的节目
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continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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…
continue reading
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continue reading
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Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
