Frameworks To Trade The Hormuz Crisis
From The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly
April 10, 2026 · 33 min
About this episode
Alf and Brent discuss frameworks for trading in the context of the Hormuz crisis.
To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com Alf and Brent are back discussing frameworks to approach this market as a short-term oriented trader or as a long-term focused macro investor.
People in this episode
Hosts: Alfonso Peccatiello, Brent Donnelly
Topics covered
- trading frameworks
- market analysis
- short-term trading
- long-term investing
- Hormuz crisis
Keywords
- Hormuz crisis
- trading frameworks
- macro investing
- short-term trading
- market analysis
Mentioned in this episode
Organizations: Palinuro Capital, Spectra Markets
More episodes of The Macro Trading Floor
- The Inflation Ghost, Gold and Options · May 22, 2026 · 37 min
- Process, Process, Process · May 15, 2026 · 33 min
- Macro Investing In A Post-Hormuz World · May 8, 2026 · 34 min
- New All-Time Highs Are Here: Now What? · April 17, 2026 · 37 min
- How To Trade Macro In A War · March 20, 2026 · 33 min
- Hormuz & The Terms of Trade Shock · March 6, 2026 · 37 min
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