Episode 43: Big Tech, Big Fed and Big Oil. With Brent Donnelly
Today is a massive day for global markets as we face a high-stakes collision between the Fed’s decision and a Megatech earnings gauntlet. With META, GOOG, MSFT, and AMZN all reporting after the bell, Brent Donnelly joins us to break down whether the "cash-printing machine" era for tech is finally s…
Process, Process, Process
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 im…
The Inflation Ghost, Gold and Options
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 …
Trading Outside the Box with Brent
In this podcast, Tony, Jared, and Brent Donnelly discuss inflation, semis, FX volatility, Fed policy, gold support, and why markets may enter a low-volatility summer.
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Notes on Notes: I Want It, But I Don't Like It
In this episode of Epsilon Theory Unplugged, Matt Zeigler talks with Brent Donnelly about his essay I Want It, But I Don’t Like It and the hidden costs of smartphones, Twitter, social media addiction, and attention capture. They discuss why phones can create a “dark zone” similar to gambling addict…
Trade Outside the Box, Featuring Brent Donnelly
Host Jeremy Schwartz and Professor Siegel discuss the sharp rotation from growth into value, falling oil prices, stronger-than-expected economic data, and the implications of rising memory chip costs across the technology sector. Professor Siegel also shares his view that lower energy prices should…
Notes on Notes: Dear Ben
Brent Donnelly joins Matt Zeigler on Epsilon Theory Unplugged to explore creative burnout, formulaic writing, content overload, and the struggle to preserve an authentic voice. They discuss how deadlines, audience expectations, Substack, social media, and AI-era writing patterns can turn a labor of…
The Biggest Leak in Finance | Brent Donnelly on Why You're Probably Too Bearish
Brent Donnelly joins Matt Zeigler to explain how professional traders build a durable edge through risk management, trading psychology, probabilistic thinking, and creative market analysis.
Drawing from his new book, Trade Outside the Box: Advanced Thinking for Professional Traders, Brent breaks do…
We Reunited David Rosenberg and Rich Bernstein After 20 Years | The Misallocation They Both See
This week on the Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler break down the AI capital spending boom, the risk that data center investment is crowding out housing and other parts of the economy, and what that means for markets. Featuring Richard Bernstein, David Rosenberg, Tian Yang,…
The Price of Speed: Who Pays for the AI Boom?
Episode 12: The Price of Speed: Who Pays for the AI Boom? Google Goes Nuclear, Bond Yields Hit the Exosphere and New York Asks for an AI Off Switch
Summary
Twenty years, twenty days. This week Google signed a twenty-year nuclear power agreement with Constellation Energy, part of a deal for nearly 3…
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