On today’s episode of “The Macro Trading Floor,” Alfonso welcomes John Porter Principal of Mercator Financial Advisors to the show. With a background spanning from CIO at the World Bank, Managing Director at Barclays, working in several hedge funds and so much more, John Porter was the perfect guest to invite to the show. John shares his thoughts on how he is viewing markets in 2022, and what the next six months could have in store. John goes on to discuss how he is viewing the path for inflation, the bond market and finally shares his actionable trade idea, but to hear that, you'll have to tune in! -- This episode is sponsored by Saxo Bank. Saxo Bank offers unparalleled market coverage across fiat, crypto and metals. Moreover, they provide free currency subaccounts and competitive interest rates on deposits in local currencies. Learn more at https://goto.saxo/macrofx -- Digital Asset Summit is crypto's most institutional conference. DAS is the only conference that truly combines the worlds of macro finance and crypto, with speakers like Stani Kulechov, Andrew Peel, Lisa Cameron, Jon Cheesman and Thomas Uhm. Visit https://blockworks.co/events/ and sign up for 20% off with code "MACRO." -- Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://bit.ly/3SZKWSx Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://bit.ly/3SM4R7h -- (00:00) Introduction (00:29) Q4 Kicks Off With A Rally In Risk Asset's (06:52) Fed Pivot? Think Again... (09:20) Feature Interview With John Porter (48:55) Post Interview: Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
