On today's episode of On The Margin Mike Ippolito is joined by Andreas Steno Larsen and Alfonso Peccatiello for a special announcement: Their new podcast “The Macro Trading Floor” will be launching Sunday, April 17 on the Blockworks network with a VERY special guest.
To stay up to date with the new show, subscribe here: apple.co/38Maf8f
With inflation soaring over 8%, bond markets selling off, and the Fed turning increasingly hawkish, Andreas and Alfonso explain how to maneuver the market during these uncertain times.
The two macro powerhouses put their money where their mouth is by both announcing an actionable trade idea — but to hear that, you'll have to tune in!
Referenced In The Show:
https://www.bloomberg.com/news/features/2022-04-05/will-russia-s-war-in-...
https://www.bloomberg.com/news/articles/2022-04-07/u-s-mortgage-rates-ri...
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Follow Alfonso Peccatiello: @MacroAlf
Follow Andreas Steno Larsen: @AndreasSteno
Follow Mike: @MikeIppolito_
Follow Blockworks: @Blockworks_
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Listen to this episode on Apple or Spotify.
Apple: https://tinyurl.com/mry8y4k3
Spotify: https://tinyurl.com/3vnnkrkw
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Timestamps:
00:00・The Macro Trading Floor Announcement
03:07・The Macro Outlook
06:00・The Stock Market
09:05・The Housing Market
11:29・Alpha vs Beta Market
14:21・Blockdaemon Ad
15:31・Andreas' Trade Idea
20:26・Alf's Trade Idea
27:03・Final Thoughts
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