macro

334 · Andrew Perry - What $450M Portfolio Manager Learned From Paul Tudor Jones
Chat With TradersOctober 14, 2026
334
01:19:53

334 · Andrew Perry - What $450M Portfolio Manager Learned From Paul Tudor Jones

Andrew Perry spent over 35 years at the intersection of institutional macro research and active portfolio management, including five years as a portfolio manager at Tudor Investment Corporation under Paul Tudor Jones. Managing up to $450 million, Andrew developed a disciplined, multi-dimensional fra...

289 · Alfonso Peccatiello (MacroAlf) - Beyond Being Right - A Shift to Framework Thinking
Chat With TradersOctober 09, 2024
289
01:08:29

289 · Alfonso Peccatiello (MacroAlf) - Beyond Being Right - A Shift to Framework Thinking

Alfonso Peccatiello’s (also known as MacroAlf on X) approach to the financial markets is rooted in macroeconomic insights, identifying market imbalances, and disciplined risk management. Having managed a $20 billion fixed-income portfolio, Alf has seen firsthand how understanding market dynamics and...

280: Steve Hanke - Decoding the Drivers of Inflation and Markets
Chat With TradersMay 08, 2024
280
01:16:03

280: Steve Hanke - Decoding the Drivers of Inflation and Markets

Trading commodities since 14 years old, Professor Hanke started learning the importance of closely following macro economic factors which impact the prices of currencies, commodities and consumer goods. His evidence-based approach uncovers the deeper forces driving inflation and market fluctuations ...

273: James Fishback - THIS TIME It’s Different…or Is It
Chat With TradersJanuary 10, 2024
273
01:03:45

273: James Fishback - THIS TIME It’s Different…or Is It

James is the co-founder and Chief Investment Officer of Azoria Partners, a global macro investment firm. Prior to Azoria, he served as the Head of Macro at Greenlight Capital, a two-billion-dollar hedge fund led by David Einhorn. He is also the founder of Incubate Debate, America’s fastest-growing h...

253: Patrick Boyle - Lessons from Financial History and False Expectations in the Markets
Chat With TradersFebruary 08, 2023
253
01:23:51

253: Patrick Boyle - Lessons from Financial History and False Expectations in the Markets

Patrick is a finance professor, author, quant hedge fund manager and a connoisseur of financial history. As a young investor in Utility stocks, Patrick’s hunger to learn and apply the lessons of financial history helped him to maintain composure during the frenzied bubble market in the late 90’s and...