The Macro Trading Floor
The Macro Trading Floor
Alfonso Peccatiello & Brent Donnelly
Jim Leitner: A Trade for the Commodity Supercycle
54 minutes Posted Apr 17, 2022 at 11:00 am.
We are proud to present a brand new podcast launching on the Blockworks channel The Macro Trading Floor. Every week one of the best worldwide global macro investors will join Andreas Steno Larsen & Alfonso Peccatiello to discuss the economy, markets & provide an actionable trade idea. To kick off this exciting new series, Andreas & Alfonso are joined by Jim Leitner a market veteran who traded his way up on Wall Street, recording Billions in profits during the process. Now running his family office Falcon Management, Jim walks through some of the greatest opportunities in markets today from commodities to FX trades whilst simultaneously sharing his outlook for inflation & a possible recession on the horizon. -- Follow Jim: https://twitter.com/LeitnerJim Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps:
Introduction
Worst Take Of The Week
Market Outlook
Feature Interview With Jim Leitner
Inflation & Financial Conditions
Forecasting A Recession
Are We In A Secular Commodity Bull Market
Investing In Brazil
Jim's Actionable Trade Idea
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We are proud to present a brand new podcast launching on the Blockworks channel The Macro Trading Floor. Every week one of the best worldwide global macro investors will join Andreas Steno Larsen & Alfonso Peccatiello to discuss the economy, markets & provide an actionable trade idea. To kick off this exciting new series, Andreas & Alfonso are joined by Jim Leitner a market veteran who traded his way up on Wall Street, recording Billions in profits during the process. Now running his family office Falcon Management, Jim walks through some of the greatest opportunities in markets today from commodities to FX trades whilst simultaneously sharing his outlook for inflation & a possible recession on the horizon. -- Follow Jim: https://twitter.com/LeitnerJim Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (02:25) Worst Take Of The Week (05:45) Market Outlook (12:10) Feature Interview With Jim Leitner (12:52) Inflation & Financial Conditions (19:54) Forecasting A Recession (22:00) Are We In A Secular Commodity Bull Market (30:35) Investing In Brazil (39:26) Jim's Actionable Trade Idea (42:08) Post Interview: Final Thoughts