The Macro Trading Floor It's Macro ShowTime!
Jul 12, 2024
Market analysts Alfonso Peccatiello and Brent Donnelly discuss the market reaction to US CPI, trade strategies for a Trump win, US Dollar impact, and bond market trends. They also talk about starting a macro fund, challenges in determining skill vs luck, navigating low FX volatility, and testing decision-making skills with Elm Coin Toss Software.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Federal Reserve Rate Cut Speculations and Market Uncertainties
03:48 • 21min
Benefits of Starting a Macro Fund and Challenges in Determining Skill vs Luck
24:24 • 2min
Navigating Low FX Volatility in Trading Strategies
26:19 • 8min
Exploring the Elm Coin Toss Software and its Application in Decision-Making Tests
34:45 • 2min
Understanding Kelly Optimization and Decision-Making in Gambling and Poker
36:46 • 3min