# Process, Process, Process

Page: https://stenobird.com/podcast/the-macro-trading-floor-5344938/process-process-process
Text version: https://stenobird.com/podcast/the-macro-trading-floor-5344938/process-process-process.md
Podcast: [The Macro Trading Floor](https://stenobird.com/podcast/the-macro-trading-floor-5344938)
Published: 2026-05-15T13:00:00+00:00
Episode link: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9273691869.mp3
Audio file: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9273691869.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/process-process-process
Duration seconds: 1987

## Resource

To reach out to Alf: alf@palinurocapital.com (or Alfonso Peccatiello on BBG) To reach out to Brent: bdonnelly@spectramarkets.com (or Brent Donnelly on BBG) In this episode, Alf and Brent focus on various aspects of their investment/risk management process. They discuss several ideas and how to implement them according to their framework: when to use options? How to think about convexity?

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## Transcript

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