EPISODE · Mar 29, 2024 · 36 MIN
Macro Traders Reflections
from The Macro Trading Floor · host Alfonso Peccatiello & Brent Donnelly
Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low volatility market regime, how to approach it trying to avoid the most common macro traders' mistakes, and how to think of risk/reward when looking at insurance trades. Here are some non-trading and investing reads that are useful for traders and investors. https://www.philgalfond.com/articles/variance-beyond-the-surface The Inner Game of Tennis by Timothy Gallwey My System by Aron Nimovich
What this episode covers
Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low volatility market regime, how to approach it trying to avoid the most common macro traders' mistakes, and how to think of risk/reward when looking at insurance trades. Here are some non-trading and investing reads that are useful for traders and investors. https://www.philgalfond.com/articles/variance-beyond-the-surface The Inner Game of Tennis by Timothy Gallwey My System by Aron Nimovich
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Macro Traders Reflections
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