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.
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The Everything SuperCycle?
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This episode was published on January 9, 2026.
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