Recent Episodes
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Recession Risks & Reflexivity
May 2, 2025 – 36:18 -
Trillions of US Dollars To Sell?!
Apr 25, 2025 – 32:05 -
The Bond Vigilantes Are Here
Apr 11, 2025 – 36:48 -
You Ready For Liberation Day?
Mar 28, 2025 – 36:31 -
Wake Up: The German Fiscal Stimulus Is Huge
Mar 7, 2025 – 36:44 -
Growth Scare: Yes or No?
Feb 28, 2025 – 37:42 -
The Next Big Macro Trade
Feb 21, 2025 – 35:42 -
How To Trade Tariff Day
Jan 17, 2025 – 33:39 -
The UK Bond Market Is Imploding
Jan 10, 2025 – 35:57 -
The Most Hawkish Fed In Years - What Now?
Dec 20, 2024 – 38:53 -
The US Dilemma in 2025
Dec 13, 2024 – 36:50 -
Trading Trump 2.0
Dec 6, 2024 – 33:34 -
Trump's Secret Agenda
Nov 8, 2024 – 34:05 -
The Bond Market Is On Fire
Oct 25, 2024 – 36:15 -
Financial Repression Is Here To Stay
Oct 18, 2024 – 38:06 -
What If The Fed Made a Mistake?
Oct 11, 2024 – 39:27 -
Macro Risks On The Horizon
Oct 4, 2024 – 34:33 -
Unpacking The Chinese Stimulus Bazooka
Sep 27, 2024 – 36:35 -
How To Trade The Fed Cutting Cycle
Sep 20, 2024 – 35:50 -
The World is Different Now
Sep 13, 2024 – 41:14 -
Will The Fed Cut by 25 or 50 bps?
Sep 6, 2024 – 36:45 -
How & When The Best Macro Investors Use Options
Aug 23, 2024 – 40:10 -
A Tale of Crowded Macro Trades
Aug 10, 2024 – 36:22 -
Macro Mayhem!
Aug 2, 2024 – 39:38 -
Explaining This Brutal Stocks Sell-Off
Jul 26, 2024 – 37:13 -
Where To Find Cheap Macro Optionality
Jul 19, 2024 – 39:15 -
It's Macro ShowTime!
Jul 12, 2024 – 39:25 -
Option Markets Are Eating The World
Jun 21, 2024 – 37:49 -
What Powell Really Meant
Jun 14, 2024 – 39:32 -
Risk Management Principles
Jun 7, 2024 – 38:25 -
Don't Make This Mistake
May 31, 2024 – 28:31 -
How Macro Traders Navigate Uncertainties
May 24, 2024 – 37:08 -
How To Trade Macro Now?
May 17, 2024 – 35:42 -
Early Signs of Weakness
May 10, 2024 – 37:46 -
A New Fed Put?
May 3, 2024 – 37:24 -
A Contrarian Macro Thesis
Apr 26, 2024 – 37:59 -
What if Hikes are Stimulative?!
Apr 19, 2024 – 36:36 -
Yes, But What Will Break Markets?
Apr 12, 2024 – 37:47 -
The Next Big Trade?
Apr 5, 2024 – 36:00 -
Macro Traders Reflections
Mar 29, 2024 – 36:59 -
Dario Perkins: These Central Banks Better Pivot Fast
Mar 22, 2024 – 36:46 -
Volatility is Coming
Mar 15, 2024 – 35:38 -
Animal Spirits Running Loose
Mar 8, 2024 – 39:02 -
Macro Opportunities Around The World
Feb 29, 2024 – 36:31 -
It's Back!
Feb 25, 2024 – 00:58 -
This Is It
Jun 25, 2023 – 31:27 -
The ECB Hikes As The Fed Pauses - Is This 2008 Again?
Jun 18, 2023 – 38:21 -
It's All About Liquidity & Inflation Now
Jun 4, 2023 – 43:52 -
The AI 5 versus the S&P 495
May 28, 2023 – 36:22 -
A Macro Trader Playbook with Jim Leitner
May 21, 2023 – 38:51
Recent Reviews
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PhhgfftuugfwwrhGreat PodcastA Canadian and an Italian make a finance podcast.
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Florida Fitness BuffsAlways relevant and always interestingEnjoy the show because when they aren’t talking about specific trade ideas or themes they are talking about lessons learned and insights they’ve gained overtime. I like any podcast that helps me make and not lose money.
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sp312_IOMTA must listenSo informative. I’ve learned more about macro from this podcast than I have from any other source. The type of podcast where I sit and take time out and just listen.
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Somereviewer34635Excellent episode this weekGreat job! Keep including more rates commentary with technicals . Any opinions on basis trades?
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Inspector DickPhDHedgies swaps and riskBrent’s Chipotle’s trade is excellent.
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Ga76v80qBest news this weekendGlad to hear you’re coming back!! 👍🏼
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sehr16Unbelievable qualityAbsolutely love Alf and Andreas. Can’t thank them enough for providing significant educational value every week.
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FutureMusic3000Excellent Macro Deep Dive CommentaryKeep up the good work. This is rare content in the podcast space. The euro area focus adds a nice balance of material versus other content providers.
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Moi_03No annoying ads, great content.I’m a pro institutional investor and just listened to your podcast for the first time while out on a run. Strong content. And THANK YOU for not including ads.
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DEFELI1Need to get rid of the Italian guy!Italian guy needs to leave. Beyond annoying! 😂
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jr investmentsExcellent macro analysisExcellent macro analysis with refreshingly knowledgeable guests. Way better than some the other stale podcasts featuring your usual parade of perma bears.
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OBS154Great macro talkI really enjoy the macro economic talk and perspectives.
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seminoleikeJack Farley has no business on this podcastEither this is going to stay a grown up program or you are going to allow it to become dumbed down. Hope you choose wisely
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Montana KSU fanThis is the best Macro Podcast!Love these guys. They discuss interesting topics in-depth. And give both the pro and contra rationale for the positions. And they have great give and take. Very enjoyable.
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MikeeeFrankFantastic podcastThe unique aspect of specific, actionable investment ideas is highly appreciated!
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VDPS214Terrific Diversity & DepthYou guys are doing a great job in pulling such a diverse group of topics, people and experiences together in a fun and timely format. In a word, TERRIFIC!
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Avid Lister 1.618Nice work guysA great new podcast about investing from knowledgeable people who get into the details and avoid superficial commentary. And they are funny, too.
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NickLee001A-Must Listen Show!Can’t help but learn from these gentlemen. Plus lots of laughter, & fun along the way. A Must Listen IMO! Thanks guys!
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NCbrianHokiesHighly recommendThese guys are awesome. They make it clear, fun, and actionable. What more could you want?!
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tschamberlainAwesome!I love learning from these guys and the people they interview. Highly recommended.
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QuetzacoatlAwakeGreat podcastsThese podcasts show the macro economic situation from varied angles week to week. The guest clearly explains their convictions for coming changes. Then the last 15 minutes discuss concrete strategies to trade based on the guest’s convictions. It is a really well made format.
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Need-More-NewsGreat mix of contentI appreciate the lucid, real-time analysis and trade ideas
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san andreas sunshineAmazingGreat global macro perspective and very thorough healthy view of EU markets as well. Highly recommended
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Jay HopkinSo Far So GoodAlthough this hasn't been around long, I am relly like the format and guests
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man w no namethe macro trading floorthis is a fantastic podcast for sophisticated retail investors. a great addition to the other comparable shows.
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PatrickL1964Awesome PodcastAs a retail investor with a budding interest in trading, this podcast is amazing. The hosts are intelligent, concise, and humorous - a perfect mix. The format - pitch an idea with specifics- is incredibly informative!
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Darius Dale, CEO of @42macroHoly Cow — What an Awesome Resource!Amazing, amazing podcast! I fancy myself a highly adept Macro Risk Manager and the value Alf and Andreas provide here is at/near the top of the resources I consume regularly. I highly recommend. -Darius Dale, Founder & CEO of 42 Macro
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BlueGreen 55Insightful and practicalWhat a great source of insight not only on the macroeconomic environment but opportunities to express opinions through trades.
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Andi9500Smart, refreshing MacroLove listening to these guys. Each show is like having a meal with a couple of the brightest market guys you know. Tons of alpha in each show.
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fbjhyjknAlf speaking cadenceHeeds to speak a little slower)Otherwise it’s excellent show F B fhho B go in hb
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This is not here.Love the actionable aspectGreat guests. Smart hosts. Enjoy the podcasts on Monday mornings with an espresso and biscotti.
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totalfan18Just got into investing and love this podcastI started reading what Alfonso and Andreas writes. They are so knowledgeable and make complex topics understandable. I love their good nature and really been enjoying the podcasts. Keep up the awesome work guys.
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SamtothemusicGood so farWe’ll see how this show plays out, and I would enjoy a mix of both short term and long term or swing actionable trades, because I’m personally not confident enough in my market agility to be able to properly pull off short term trades. That said, I love the premise of the show as macro analysis without the dishonest self-filtering that hosts can fall into when they don’t want to reveal their convictions for fear of being judged by peers and listeners or some superstition that their trade will be jinxed. Why would I listen to a show where I’m not going to hear what the host actually thinks? Love the emphasis on sticking your neck out! This is only the beginning so the jury’s still out for me, but this has the potential to take the top spot in my macro podcast rotation.
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EastWaveRelative Strength of this Pair 💪🏽Combining “Alpha’s” brilliance with that of Andreas is even beta!
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ShadyBrady7Interested but idkHonestly I love both of these guys since they came onto the RealVision/Blockworks scene recently. I also love the idea of the show. However this first episode … I mean the trader openly said that he got into the trade months ago. So now us retail guys are the exit liquidity for him? No thanks. I’ll give the show another listen but how about some forward looking ideas instead of “now casts”?
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