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Listen "Don't Make This Mistake"
Episode Synopsis
Free Trial to Alf's Institutional Research?
Ping Alfonso Peccatiello on Bloomberg for more info!
In this podcast, Alf invites Peter Farac (aka @countdraghula on Twitter) to the show.
Peter brings a wealth of experience running money and has specific skills in rates and vol markets.
Alf and Peter discuss where the US business cycle actually is, how markets are positioned, and talk shop: how do we actually trade these markets?
Follow Peter @countdraghula on X, Free Newsletter: www.macroisdead.com
Ping Alfonso Peccatiello on Bloomberg for more info!
In this podcast, Alf invites Peter Farac (aka @countdraghula on Twitter) to the show.
Peter brings a wealth of experience running money and has specific skills in rates and vol markets.
Alf and Peter discuss where the US business cycle actually is, how markets are positioned, and talk shop: how do we actually trade these markets?
Follow Peter @countdraghula on X, Free Newsletter: www.macroisdead.com
More episodes of the podcast The Macro Trading Floor
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Gold & Cockroaches
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Buy The Bubble or Watch It Burst?
10/10/2025
Cracks In The US Labor Market - What Next?
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The Truth Behind Fiscal Dominance
29/08/2025
Run It Hot Hot Hot
23/08/2025
Is The Fed Ready To Capitulate Dovish?
08/08/2025
In God we trust