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To reach out to Alf: alf@palinurocapital.com

To reach out to Brent: bdonnelly@spectramarkets.com

Alf and Brent discuss the framework for an Iran-US deal, and how to approach rates, currencies and equity markets for the foreseeable future.

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Stadtmiller","are-you-paying-attention-to-emerging-markets-nick-stadtmiller","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2418961837.mp3?updated=1708007914",3417,"2022-08-14T13:00:00Z",19,"4eae4998-8be0-4280-9c65-69f3a708f6c3","The Disinflationary Trend Is Over | Whitney Baker","the-disinflationary-trend-is-over-whitney-baker","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8075105754.mp3?updated=1708007914",3321,"2022-08-21T13:00:00Z",20,"13e88402-e6ff-4ce6-9790-ff332fd6e66f","This Is What The Fed Will Do | David Woo","this-is-what-the-fed-will-do-david-woo","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1726638573.mp3?updated=1708007913",3389,"2022-08-28T13:00:00Z",21,"593baf37-f443-4553-9a6c-2b3800cb8386","Ben Melkman: Expecting A U.S Dollar Decline","ben-melkman-expecting-a-us-dollar-decline","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8236042579.mp3?updated=1708007913",3470,"2022-09-04T13:00:00Z",22,"b6c3ae91-c71c-4bd0-9083-f9144214acf1","Don't Bet Against The Swiss National Bank | Vincent Deluard","dont-bet-against-the-swiss-national-bank-vincent-deluard","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7049282216.mp3?updated=1708007912",3296,"2022-09-11T13:00:00Z",23,"21f7c7c5-7352-47ca-944c-05cf9d7d1eac","The Oil Bull Market Is NOT Over | Andrew Simon","the-oil-bull-market-is-not-over-andrew-simon","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6604221550.mp3?updated=1708007911",3730,"2022-09-18T13:00:00Z",24,"0f298747-b874-4501-94ba-779f497aa862","Investors Are \"Totally Unprepared\", And This Is Why | Bob Elliott","investors-are-totally-unprepared-and-this-is-why-bob-elliott","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6416713428.mp3?updated=1708007916",3252,"2022-09-25T13:00:00Z",25,"b258ece9-c8db-4f2d-b27d-3013f3769528","The Good, The Bad & The Safe Haven","the-good-the-bad-the-safe-haven","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9501048452.mp3?updated=1708007910",2958,"2022-10-02T13:00:00Z",26,"b09c9ec1-215b-41cc-af86-701385a03855","John Porter: Here Is How The Next 6 Months Will Look","john-porter-here-is-how-the-next-6-months-will-look","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2046183857.mp3?updated=1708007909",3357,"2022-10-09T13:00:00Z",27,"986e1504-860a-4f49-9771-0545b7525427","Bonds Will Perform Better Than Stocks, Here’s Why | Mikael Sarwe","bonds-will-perform-better-than-stocks-heres-why-mikael-sarwe","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7224529284.mp3?updated=1708007908",3009,"2022-10-16T13:00:00Z",28,"cf6ac45c-7af2-4d0d-8f85-dd2d36fbbacd","Is There A Bull Case For Markets? | Michael Gayed","is-there-a-bull-case-for-markets-michael-gayed","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8116265905.mp3?updated=1708007908",3356,"2022-10-23T13:00:00Z",29,"cf3a08be-7226-49dc-80b3-56073ba2799e","Natural Gas Prices Plunge, But For How Long?","natural-gas-prices-plunge-but-for-how-long","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV3804104143.mp3?updated=1708007907",2582,"2022-10-30T14:00:00Z",30,"e211692d-48ca-41ff-98f8-11f9ddd2a53a","Debt, Demographics & Deflation Ahead | Raoul Pal","debt-demographics-deflation-ahead-raoul-pal","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9889314385.mp3?updated=1708007906",3598,"2022-11-06T14:00:00Z",31,"855f5e5d-8cb4-4108-9188-7a973178b04b","The Real Stress Is Not In The US, But Elsewhere | Brent Donnelly","the-real-stress-is-not-in-the-us-but-elsewhere-brent-donnelly","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6509735409.mp3?updated=1708007906",3331,"2022-11-13T14:00:00Z",32,"d41a5612-e833-48f3-80df-2c8d983cecc6","Jacob Shapiro: From Globalization To A Multipolar World","jacob-shapiro-from-globalization-to-a-multipolar-world","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6165738983.mp3?updated=1708007905",3571,"2022-11-20T14:00:00Z","55698f8b-796c-402b-981e-f690d5f30230","Thomas Thornton: This Bear Market Isn't Over Yet","thomas-thornton-this-bear-market-isnt-over-yet","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7639516341.mp3?updated=1708007904",3185,"2022-11-27T14:00:00Z",34,"fb175a8a-0c21-48fc-9ddd-2f64dce6d377","How To Trade The Chinese Turbulence | Alex Campbell","how-to-trade-the-chinese-turbulence-alex-campbell","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7600918926.mp3?updated=1708007904",3424,"2022-12-04T14:00:00Z",35,"5d407d62-bb21-4293-a591-fc5e713b9ec9","Jurrien Timmer: The Trade For A 2023 Recession","jurrien-timmer-the-trade-for-a-2023-recession","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2627305374.mp3?updated=1708007903",3341,"2022-12-11T14:00:00Z","83710446-b17a-4e71-b60b-36d853f5f950","Felix Zulauf: The Fed Is Making A Policy Error","felix-zulauf-the-fed-is-making-a-policy-error","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV3297977896.mp3?updated=1708007902",3875,"2022-12-19T10:12:00Z","8619b017-34a4-4e23-b98a-d88c43a96758","Inflation Will Fall off A Cliff In 2023 | Warren Pies","inflation-will-fall-off-a-cliff-in-2023-warren-pies","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2913258929.mp3?updated=1708007902",3472,"2022-12-25T14:00:00Z","6879780d-f04b-42fa-84bb-4c9ee00f7e41","A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen","a-2023-global-macro-outlook-alfonso-peccatiello-andreas-steno-larsen","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4764202031.mp3?updated=1708007901",2841,"2023-01-01T14:00:00Z","8adf1888-e9ff-4801-9f9f-191fed914924","The Chinese Reopening: Bullish Or Bearish Oil? | Nitesh Shah","the-chinese-reopening-bullish-or-bearish-oil-nitesh-shah","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7519281870.mp3?updated=1708007901",3398,"2023-01-08T15:30:00Z","b9ad80b9-b9b1-4f1a-8ca9-76892d340e4e","Macro Is Back With A Vengeance | Steve Drobny","macro-is-back-with-a-vengeance-steve-drobny","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9565521773.mp3?updated=1708007900",2897,"2023-01-15T14:00:00Z","72e7ca51-fc1c-45b7-b42f-d7dd18da98f1","Are Markets Really Priced For A Recession? | John Normand","are-markets-really-priced-for-a-recession-john-normand","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV5333396408.mp3?updated=1708007907",3340,"2023-01-22T14:00:00Z","f9a81476-1bd2-408c-b39c-7e92a662d050","Is The Recession Already Over?","is-the-recession-already-over","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9890605842.mp3?updated=1708007899",1958,"2023-01-29T14:00:00Z","0a1b5666-777c-42a7-832a-951d53b39226","Animal Spirits Are Back For Markets","animal-spirits-are-back-for-markets","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1278564163.mp3?updated=1708007898",1975,"2023-02-05T14:00:00Z","c77facd4-4ee5-4f4a-b262-59cb59220390","Recession, Soft Landing or Higher For Longer? | Kevin Flanagan","recession-soft-landing-or-higher-for-longer-kevin-flanagan","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4091368123.mp3?updated=1708007897",3439,"2023-02-12T14:00:00Z","d8888a1e-752c-4167-a455-70520b9d1dbb","Why Is Powell Ignoring \"Animal Spirits\"","why-is-powell-ignoring-animal-spirits","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6324102304.mp3?updated=1708007897",2357,"2023-02-19T14:00:00Z","a48cdc02-6da5-4781-9a4d-3c78bcede3c7","There's No Bull Case For Risk Assets","theres-no-bull-case-for-risk-assets","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7326570005.mp3?updated=1708007896",2270,"2023-02-26T14:00:00Z","6a53b969-7a53-46ec-9e31-a99edcc1dbf5","It's Lonely On Disinflation Island","its-lonely-on-disinflation-island","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV3737643811.mp3?updated=1708007895",2070,"2023-03-05T12:00:00Z","62c63d8d-f8d0-4238-8bae-35e02fdf2520","Panic In The Banking System","panic-in-the-banking-system","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4292511112.mp3?updated=1708007895","2023-03-12T12:00:00Z","3394f5bb-a43e-4947-b09f-af8bb0606e46","From Liquidity To A Credit Crisis","from-liquidity-to-a-credit-crisis","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV5469744697.mp3?updated=1708007894",2664,"2023-03-19T11:00:00Z","e3a3b9d8-e04e-48a8-a133-233a8ed8b70b","Banks: The Big Picture","banks-the-big-picture","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7996144490.mp3?updated=1708007893",2919,"2023-03-26T11:00:00Z","d9a53f0e-5e84-43a7-8872-202966e0042d","The End of The US Dollar?","the-end-of-the-us-dollar","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7442688491.mp3?updated=1708007893",1982,"2023-04-02T11:00:00Z","8a9f7bb3-a9c4-4a3a-8a3c-da92ccacd7ee","The Hiking Cycle Is Over","the-hiking-cycle-is-over","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9877302973.mp3?updated=1708007892",2053,"2023-04-09T11:00:00Z","c548dbcd-57c1-4560-a522-ffbea03bef36","Here Is Why Markets Are Rallying","here-is-why-markets-are-rallying","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2492413496.mp3?updated=1708007892",2305,"2023-04-16T11:45:00Z","9ee3350e-314d-46d2-b2f8-093759b9a0eb","What's Happening In Global Macro?","whats-happening-in-global-macro","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2732375594.mp3?updated=1708007891",2312,"2023-04-23T11:00:00Z","f29e3030-d2bc-4e2a-9f56-5368415511e3","First Republic Under Stress, Now What?","first-republic-under-stress-now-what","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8615662861.mp3?updated=1708007890",2592,"2023-04-30T13:00:00Z","06916402-ff30-4bbf-bdf0-fa2c22ec9574","The Credit Crunch is Here","the-credit-crunch-is-here","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8751129956.mp3?updated=1708007890",2046,"2023-05-07T13:00:00Z","e1ccf459-7d6b-4033-b686-1b4e204c23ca","The Debt Ceiling Drama is Approaching","the-debt-ceiling-drama-is-approaching","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1118930449.mp3?updated=1708007889",2258,"2023-05-14T13:00:00Z","734d3e1e-80dc-4cbb-b65e-ef0ccad10010","A Macro Trader Playbook with Jim Leitner","a-macro-trader-playbook-with-jimleitner","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8963809378.mp3?updated=1708007888",2331,"2023-05-21T13:00:00Z","172625cf-0774-4b10-9b72-bebc97ae6387","The AI 5 versus the S&P 495","the-ai-5-versus-the-sp-495","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7935890663.mp3?updated=1708007888",2182,"2023-05-28T12:15:00Z","91f3894b-eab5-4bd4-a0ee-9e9895f32faf","It's All About Liquidity & Inflation Now","its-all-about-liquidity-inflation-now","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV5031297003.mp3?updated=1708007888",2632,"2023-06-04T12:30:00Z","09b2a5c9-527d-4e54-b21f-d2a96a5a3735","The ECB Hikes As The Fed Pauses - Is This 2008 Again?","the-ecb-hikes-as-the-fed-pauses-is-this2008again","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1831417701.mp3?updated=1708007888",2301,"2023-06-18T12:15:00Z","44133b22-5421-4291-8952-edfbef5b3d5e","This Is It","this-is-it","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9814841425.mp3?updated=1708007886",1887,"2023-06-25T12:15:00Z","36fee8b0-7480-41da-a0c9-11812c66b3e4","It's Back!","its-back","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV5060520089.mp3?updated=1708616826",58,"2024-02-25T17:00:00Z","a00ea728-f021-46b3-b391-11cf11aaaa32","Macro Opportunities Around The World","macro-opportunities-around-the-world","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4941434001.mp3?updated=1709291010",2191,"2024-02-29T23:45:00Z","c7ee7fa5-51c5-48bb-8c42-1c6f76e46eb1","Animal Spirits Running Loose","animal-spirits-running-loose","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV3519668183.mp3?updated=1709889773",2342,"2024-03-08T12:00:00Z","2b16fcc5-ecdf-4332-9557-ff01d868883c","Volatility is Coming","volatility-is-coming","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1124692758.mp3?updated=1710498174",2138,"2024-03-15T12:00:00Z","e284f81e-afbb-43bf-a4ca-781427429f40","Dario Perkins: These Central Banks Better Pivot Fast","dario-perkins-these-central-banks-better-pivot-fast","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8078239302.mp3?updated=1711104812",2206,"2024-03-22T12:00:00Z","37e1b61a-35f6-417f-b23e-ce6ed566fa42","Macro Traders Reflections","macro-traders-reflections","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7453337860.mp3?updated=1711651297",2219,"2024-03-29T12:00:00Z","478b3578-2511-4c3c-8653-710ef03c9bb6","The Next Big Trade?","the-next-big-trade","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6793112132.mp3?updated=1712301971",2160,"2024-04-05T11:00:00Z","60cabdac-9505-4c6c-83e3-e7e251668651","Yes, But What Will Break Markets?","yes-but-what-will-break-markets","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4832558841.mp3?updated=1712908321",2267,"2024-04-12T11:00:00Z","59dbbfb3-60c5-40f4-bf2a-bc339c33d7b8","What if Hikes are Stimulative?!","what-if-hikes-are-stimulative","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8977626203.mp3?updated=1713513550",2196,"2024-04-19T11:00:00Z","287a0a87-393c-4bab-b1b5-917f2fe91510","A Contrarian Macro Thesis","a-contrarian-macro-thesis","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8312721814.mp3?updated=1714118607",2279,"2024-04-26T11:00:00Z","e930217a-338c-4176-aa84-be5450d83e1f","A New Fed Put?","a-new-fed-put","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6881271709.mp3?updated=1714723692",2244,"2024-05-03T11:00:00Z","d053e9ac-d5d0-4e10-9aa2-b1db87e4db2d","Early Signs of Weakness","early-signs-of-weakness","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2730980805.mp3?updated=1715329395",2266,"2024-05-10T11:00:00Z","a859638b-af57-4c40-aa2f-f9f4ff271d64","How To Trade Macro Now?","how-to-trade-macro-now","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2856197612.mp3?updated=1715931331",2142,"2024-05-17T11:00:00Z","5f0e6c61-908c-476f-b7e6-3d9556bf6193","How Macro Traders Navigate Uncertainties","how-macro-traders-navigate-uncertainties","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2206701883.mp3?updated=1716538502",2228,"2024-05-24T11:00:00Z","4fe9dd31-338c-4592-8836-566eb72442f7","Don't Make This Mistake","dont-make-this-mistake","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6552494631.mp3?updated=1717141184",1711,"2024-05-31T11:00:00Z","5e4c639b-3f75-49df-931d-92f0cfbc58d7","Risk Management Principles","risk-management-principles","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4669111171.mp3?updated=1717745151","2024-06-07T11:00:00Z","a27e41f0-3c68-4b08-82e5-48b785a05971","What Powell Really Meant","what-powell-really-meant","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8897936250.mp3?updated=1718355189",2372,"2024-06-14T11:00:00Z","00025de1-c9b4-45a8-9aa1-bbedacced69a","Option Markets Are Eating The World","option-markets-are-eating-the-world","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV5194753245.mp3?updated=1718963170",2269,"2024-06-21T11:00:00Z","d74286a6-c3a0-4207-aa71-b30a2232cba8","It's Macro ShowTime!","its-macro-showtime","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2682818047.mp3?updated=1720781136",2365,"2024-07-12T11:00:00Z","dd8ddab4-747e-4082-bc79-e9f9d66656c4","Where To Find Cheap Macro Optionality","where-to-find-cheap-macro-optionality","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7093275429.mp3?updated=1721378003",2355,"2024-07-19T11:00:00Z","32b50efe-36db-4fb7-8c64-b95673d957a1","Explaining This Brutal Stocks Sell-Off","explaining-this-brutal-stocks-sell-off","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8581390535.mp3?updated=1721982470",2233,"2024-07-26T11:00:00Z","cf14f180-35ec-423c-82ac-f8c2ec3423ea","Macro Mayhem!","macro-mayhem","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7120985970.mp3?updated=1722593788",2378,"2024-08-02T11:00:00Z","2c1652d7-d167-4f5a-9e52-876c3f5b5077","A Tale of Crowded Macro Trades","a-tale-of-crowded-macro-trades","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV5446137170.mp3?updated=1723229091","2024-08-10T11:00:00Z","65b28b41-6704-414d-8744-96ac58fb9923","How & When The Best Macro Investors Use Options","how-when-the-best-macro-investors-use-options","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6927236708.mp3?updated=1724397264",2410,"2024-08-23T11:00:00Z","542393cb-ca00-4516-97dd-79528d22a01f","Will The Fed Cut by 25 or 50 bps?","will-the-fed-cut-by-25-or-50-bps","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7293380272.mp3?updated=1725612922",2205,"2024-09-06T11:00:00Z","51516583-d216-4aba-b271-6606be1786ad","The World is Different Now","the-world-is-different-now","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7203889793.mp3?updated=1726217556",2474,"2024-09-13T11:00:00Z","4a9c2ed1-f262-4619-9cbc-f771266cb41e","How To Trade The Fed Cutting 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Trade","the-next-big-macro-trade","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9520685134.mp3?updated=1740065890","2025-02-21T14:00:00Z","137f8808-5084-461f-bf0f-6984732aa00a","Growth Scare: Yes or No?","growth-scare-yes-or-no","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1628529644.mp3?updated=1740667966",2262,"2025-02-28T14:00:00Z","6b5efbae-5bfb-462d-934a-7a00e6617ecf","Wake Up: The German Fiscal Stimulus Is Huge","wake-up-the-german-fiscal-stimulus-is-huge","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV3465624935.mp3?updated=1741337499",2204,"2025-03-07T14:00:00Z","c2b2314e-c657-41ee-a13a-e20fa9cee9e6","You Ready For Liberation Day?","you-ready-for-liberation-day","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2225687604.mp3?updated=1743154259","2025-03-28T14:35:00Z","b14908a1-0834-41ea-aef5-43f089d19d4b","The Bond Vigilantes Are Here","the-bond-vigilantes-are-here","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9466030698.mp3?updated=1744372003",2208,"2025-04-11T13:00:00Z","490e7ebc-ee75-4211-ad2e-5c3409a1b3de","Trillions of US Dollars To Sell?!","trillions-of-us-dollars-to-sell","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7523445607.mp3?updated=1745514104",1925,"2025-04-25T13:00:00Z","01d664dc-b83b-440d-8043-4da1a8463ee8","Recession Risks & Reflexivity","recession-risks-reflexivity","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8683309546.mp3?updated=1746176353",2178,"2025-05-02T13:00:00Z","f630a821-e162-4e9f-8c39-64cd058b9d7b","Another $5 Trillion of US Deficits in 10 Years: Now What?","another-5-trillion-of-us-deficits-in-10-years-now-what","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4870841669.mp3?updated=1747387259",1362,"2025-05-16T13:00:00Z","4a9cbd77-1524-48fd-965e-40d71f55d289","Time For The Fed To Turn Dovish?","time-for-the-fed-to-turn-dovish","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9243563772.mp3?updated=1749794026",1979,"2025-06-13T13:00:00Z","4d61cb6f-f680-4b76-a44d-8a13ccdeb6a8","Macro Crossroads: What's Next For Markets?","macro-crossroads-whats-next-for-markets","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6848467730.mp3?updated=1752758605","2025-07-18T13:00:00Z","c295c906-3e99-4328-b8fe-48222969ba7a","Carry & Options In A Trump World","carry-options-in-a-trump-world","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6735864184.mp3?updated=1753453803",2225,"2025-07-25T14:27:00Z","3bebff39-60b1-4051-8c24-8168c343ce7a","The Tariff Mismatch Theory","the-tariff-mismatch-theory","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9902213140.mp3","audio/mp3",1924,"2025-08-01T13:00:00Z","b4368eeb-08ba-4d08-962b-3efeb3b3404b","Is The Fed Ready To Capitulate Dovish?","is-the-fed-ready-to-capitulate-dovish","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8357927166.mp3",2026,"2025-08-08T13:00:00Z","98cf940c-6a2d-4b1b-b37a-0f88a4968c31","Run It Hot Hot Hot","run-it-hot-hot-hot","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1422100239.mp3",2101,"2025-08-23T13:00:00Z","d2c16f59-2153-4155-97ec-f8004177521a","The Truth Behind Fiscal Dominance","the-truth-behind-fiscal-dominance","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV3903117233.mp3",1752,"2025-08-29T13:00:00Z","4adbe0c4-2ddc-46d3-8c9f-0aff24e2ccdc","Cracks In The US Labor Market - What Next?","cracks-in-the-us-labor-market-what-next","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7694997090.mp3",2002,"2025-09-06T13:00:00Z","aef006db-5025-450f-9473-763b85c41987","Buy The Bubble or Watch It Burst?","buy-the-bubble-or-watch-it-burst","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8829066919.mp3",2103,"2025-10-10T13:00:00Z","f27b4a49-337b-445c-b946-8bb01c55526e","Gold & Cockroaches","gold-cockroaches","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9707006623.mp3",1900,"2025-10-17T13:00:00Z","e4be8733-1dab-436e-9c76-00fe64595716","Momentum Shock: What Next For Markets?","momentum-shock-what-next-for-markets","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4340673630.mp3",1750,"2025-10-23T09:00:00Z","b413b2e9-b000-4e67-82d5-e24f5c3c2dfc","We Have A Deal: Now What?","we-have-a-deal-now-what","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7788939565.mp3",1870,"2025-10-31T14:00:00Z","ea001a53-ab88-420d-8375-3ad170fa6ebf","''Run It Hot'': The Comeback?","run-it-hot-the-comeback","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1155549362.mp3",1709,"2025-11-14T15:19:00Z","b9122c18-9bdd-4a35-9a9b-899e79e749e1","More Pain Ahead Or Buy The Dip?","more-pain-ahead-or-buy-the-dip","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7539768465.mp3",1817,"2025-11-23T14:00:00Z","7b0d0f30-e83b-41a1-82e4-b2120dc9115e","The Everything SuperCycle?","the-everything-supercycle","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1862861663.mp3","2026-01-09T14:00:00Z","3bc079ab-6bfa-47aa-8021-2ce98a5e5cdf","Japanese Macro Tails","japanese-macro-tails","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8265916377.mp3",2194,"2026-01-16T14:00:00Z","5497cfab-4d6e-42a4-b3a3-928660875df4","US Dollar Hedging: A Real Risk or Just a Narrative?","us-dollar-hedging-a-real-risk-or-just-a-narrative","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV3950782133.mp3",2232,"2026-01-23T14:30:00Z","dcf40cf7-b381-4a57-bb02-5039d1edd269","The New Fed vs The Good Old Bond Market","the-new-fed-vs-the-good-old-bond-market","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2973505129.mp3",2234,"2026-01-30T14:00:00Z","fba91209-da4f-49f3-aca3-62a42a76e978","Hormuz & The Terms of Trade Shock","hormuz-the-terms-of-trade-shock","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV7704026901.mp3",2222,"2026-03-06T14:37:00Z","4c92edb3-d882-4bbd-a03e-8e85e7b6c1d4","How To Trade Macro In A War","how-to-trade-macro-in-a-war","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9445289651.mp3",1987,"2026-03-20T14:00:00Z","0bb0216d-1579-4414-9f14-13844cd85101","Frameworks To Trade The Hormuz Crisis","frameworks-to-trade-the-hormuz-crisis","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8814701218.mp3",2000,"2026-04-10T13:00:00Z","New All-Time Highs Are Here: Now What?","new-all-time-highs-are-here-now-what","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8699971128.mp3","2026-04-17T16:23:00Z","f4e53ff0-5893-4b73-857c-285b0e65fc95","Macro Investing In A Post-Hormuz World","macro-investing-in-a-post-hormuz-world","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4991518996.mp3",2011,"2026-05-08T13:00:00Z","776ea85b-0691-4a9d-96e7-f0ae9d1654e9","Process, Process, Process","process-process-process","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9273691869.mp3","2026-05-15T13:00:00Z","0f4bf041-6721-4024-b54b-bb18c44f86f4","The Inflation Ghost, Gold and Options","the-inflation-ghost-gold-and-options","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV5638999488.mp3",2245,"2026-05-22T15:04:00Z","6dc57237-a4f6-49e6-aede-564d1f0e996e","The Rebasement Trade","the-rebasement-trade","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV3867456588.mp3",1857,"2026-06-26T13:00:00Z","e92e79ac-32f6-40b2-b8d8-741ad89b289d","The Orange Variable","the-orange-variable","https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV6381475156.mp3",2115,"2026-07-10T13:00:00Z","theme","baseURL","https://pocketcasts.com","locale","en","region","global"]

New All-Time Highs Are Here: Now What?

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Never lose your place, on any device