Macro Traders Reflections

Macro Traders Reflections

‏التالي

More Pain Ahead Or Buy The Dip?

The Nasdaq has now sold off nearly 10% from the highs, and the pain in momentum assets is even more severe. Alf and Brent discuss whether there are reasons to believe more pain lies ahead, or this is the time to step in and buy the dip. 

''Run It Hot'': The Comeback?

Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward? Want to reach out to Alf or Brent? Alfonso Peccatiello on Bloo ...  عرض المزيد

‏حلقات موصى بها

Macro Trading (Episode 117)
The Cash Flow Academy Show

SUMMARY: Discover how macro trading is influencing all markets. Colin Lancaster, one of Wall Street's most accomplished macro traders, joins Andy to discuss how sovereign policies around the globe are likely to cause turbulence for many investors.    SHOW NOTES: 7:12: How Is Macr ...  عرض المزيد

People Get Ready & A Conversation with Vincent Daniel and Cameron Dawson
RiskReversal Pod

On this episode of “On The Tape,” Vincent Daniel joins Guy Adami, Dan Nathan and Danny Moses to discuss strange things happening in the stock market, Vinny’s energy picks and the Fed in a tough spot. Later they chat with Cameron Dawson, CIO of NewEdge, about high volatility times ...  عرض المزيد

Brokeback Market
RiskReversal Pod

Dan Nathan, Danny Moses and Guy Adami discuss market sell-offs, 0DTE options and the state of the consumer through the lens of 'Buy Now, Pay Later" Key Insights from the Pod: The brief market sell-off (2:00) Zero Days to Expiration (0DTE) Options (7:15) Overbought conditions ...  عرض المزيد

Lessons Learned While Working at The Fed, Recession Predictions, And How to Win During Challenging Markets | Jake Schurmeier
Millionaire Mindcast

In this episode of the Millionaire Mindcast, Jake Schurmeier of Harbor Capital Advisors shares his perspective working on how Fed and Treasury work together and affects the economy, the things he learned working in Fed, recession predictions, dollar currency issue, a ...

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