{"podcast":{"title":"The Macro Trading Floor","slug":"the-macro-trading-floor-5344938","podcast_index_feed_id":5344938,"rss_url":"https://feeds.megaphone.fm/ALFINVESTMENTSTRATEGYBV2974145286","website_url":null,"image_url":"https://megaphone.imgix.net/podcasts/171e6cec-cc0f-11ee-b3bc-f70493a8fd8c/image/35c2995b9425e1b13c524021f1518c09.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Alfonso Peccatiello & Brent Donnelly","episode_count":137,"summary":"The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!","last_synced_at":"2026-08-01T00:19:28.760248+00:00","page_url":"https://stenobird.com/podcast/the-macro-trading-floor-5344938"},"episode":{"title":"The Inflation Ghost, Gold and Options","slug":"the-inflation-ghost-gold-and-options","published_at":"2026-05-22T15:04:00+00:00","page_url":"https://stenobird.com/podcast/the-macro-trading-floor-5344938/the-inflation-ghost-gold-and-options","show_page_url":"https://stenobird.com/podcast/the-macro-trading-floor-5344938","url":"https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV5638999488.mp3","audio_url":"https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV5638999488.mp3","summary":"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 discuss the best risk/reward ways to position for the macro environment ahead of us. They then deep dive into option structures around gold, and the question of increasing sample size of trades to reduce PnL variance against the risk of downgrading your edge and expected value per trade when the sample size increases.","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2245,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/the-inflation-ghost-gold-and-options/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-macro-trading-floor-5344938/the-inflation-ghost-gold-and-options.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}