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The Everything SuperCycle? episode artwork

EPISODE · Jan 9, 2026 · 37 MIN

The Everything SuperCycle?

from The Macro Trading Floor · host Alfonso Peccatiello & Brent Donnelly

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In the first TMTF episode of 2026, Alf and Brent discuss every single macro asset class under the sun: equities, bonds, currencies and commodities. The duo also talks about the reaction function of the Fed, and a few idiosyncratic ideas.

Episode metadata supplied by the publisher feed · Published Jan 9, 2026

What this episode covers

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In the first TMTF episode of 2026, Alf and Brent discuss every single macro asset class under the sun: equities, bonds, currencies and commodities. The duo also talks about the reaction function of the Fed, and a few idiosyncratic ideas.

PodParley-generated summary based on available episode metadata and transcript content.

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The Everything SuperCycle?

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Frequently Asked Questions

How long is this episode of The Macro Trading Floor?

This episode is 37 minutes long.

When was this The Macro Trading Floor episode published?

This episode was published on January 9, 2026.

What is this episode about?

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In the first TMTF episode of 2026, Alf and Brent discuss every single macro asset class under the sun: equities, bonds, currencies and commodities. The duo...

Can I download this The Macro Trading Floor episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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