Antonio Del Favero
Macro strategist at Macro Hive, focusing on the US economy and G3 rates markets. Formerly worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard.
Best podcasts with Antonio Del Favero
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Aug 14, 2025 • 33min
Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar
Antonio Del Favero, a macro strategist with a rich background in hedge funds, dives into the intricacies of the US economy and G3 rates markets. He emphasizes the critical role of financial conditions in assessing economic health. Del Favero discusses how shifting market sentiments impact Federal Reserve interest rate expectations and the tech sector’s influence on equity performance. He also tackles inflation trends, the dollar's evolving role, and the differing economic signals from the UK and Eurozone, offering valuable insights for strategic investments.
Oct 11, 2024 • 49min
Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions
Antonio Del Favero, a macro strategist at Macro Hive with experience at top hedge funds, dives into the dynamics of the US economy and labor market. He discusses the implications of recent unemployment trends and the potential soft landing for markets. Del Favero highlights the shift from housing investments to equities amid rising credit card delinquencies and inflation risks. He also shares personal investment insights and essential career advice, urging alignment of one's career with passion for better financial stability.
