# How To Trade Macro In A War

Page: https://stenobird.com/podcast/the-macro-trading-floor-5344938/how-to-trade-macro-in-a-war
Text version: https://stenobird.com/podcast/the-macro-trading-floor-5344938/how-to-trade-macro-in-a-war.md
Podcast: [The Macro Trading Floor](https://stenobird.com/podcast/the-macro-trading-floor-5344938)
Published: 2026-03-20T14:00:00+00:00
Episode link: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9445289651.mp3
Audio file: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9445289651.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/how-to-trade-macro-in-a-war
Duration seconds: 1987

## Resource

Alf and Brent reflect on correlations converging to 1 across asset classes, risk management practices in macro deleveraging events, and a game theory approach to how the war could unfold from here.

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## Transcript

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