About this episode

Alf and Brent discuss various macro asset classes and the Fed's reaction function in the first episode of 2026.

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In the first TMTF episode of 2026, Alf and Brent discuss every single macro asset class under the sun: equities, bonds, currencies and commodities. The duo also talks about the reaction function of the Fed, and a few idiosyncratic ideas.

People in this episode

Hosts: Alfonso Peccatiello, Brent Donnelly

Topics covered

• macro asset classes
• equities
• bonds
• currencies
• commodities
• Fed reaction function
• idiosyncratic ideas

Keywords

• macro
• equities
• bonds
• currencies
• commodities
• Fed
• supercycle

Mentioned in this episode

Organizations: Fed

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• How To Trade Macro In A War · March 20, 2026 · 33 min
• Hormuz & The Terms of Trade Shock · March 6, 2026 · 37 min
• The New Fed vs The Good Old Bond Market · January 30, 2026 · 37 min
• US Dollar Hedging: A Real Risk or Just a Narrative? · January 23, 2026 · 37 min

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