Macro Investing In A Post-Hormuz World
From The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly
May 8, 2026 · 34 min
About this episode
Alf and Brent discuss macro investing strategies in light of recent geopolitical developments.
To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com Alf and Brent refresh their macro and trading frameworks on the basis of new info: the Iran/US MoU in negotiation phase, how the world might look like when Hormuz reopens, the Japanese FX intervention and more.
People in this episode
Hosts: Alfonso Peccatiello, Brent Donnelly
Topics covered
- macro investing
- trading frameworks
- Iran/US relations
- Japanese FX intervention
- Hormuz reopening
Keywords
- macro investing
- Hormuz
- Iran
- US
- Japanese FX intervention
- trading frameworks
Mentioned in this episode
Organizations: Palinuro Capital, Spectra Markets, Japan
Places: Iran, US, Hormuz
More episodes of The Macro Trading Floor
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- Process, Process, Process · May 15, 2026 · 33 min
- New All-Time Highs Are Here: Now What? · April 17, 2026 · 37 min
- Frameworks To Trade The Hormuz Crisis · April 10, 2026 · 33 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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