The Best Trading Podcasts For Global Macro Investors

These days we’re flooded with information with barely enough time to digest it all. To help solve this, our team at Macro Ops tunes into trading podcasts. That’s why we put together a list of the best macro podcasts any global investor can benefit from in their spare time.

With trading podcasts, all those hours you spend driving, doing chores, or working out can also be used to catch up on markets and learn something new.

Below you’ll find a list of the best trading podcasts we listen to on a monthly basis to keep our game sharp. We’ve separated them into two categories — process-based and news/commentary/narrative based.

The process-based podcasts help us develop our macro trading strategies while the commentary helps round out our global macro research. We find both very useful.

 

Best Process-Based Macro Trading Podcasts

 

The AlphaMind Podcast

This is one of our favorites listens for getting into the nuts and bolts of successful trading and investing. Topics they typically cover are mindset, psychology, risk control, trading strategies, and a bunch of other things of a practical nature. We suggest starting with the Jason Shapiro episode (link here).

 

Market Champions hosted by Srivatsan Prakash

We’re admittedly biased with this pick, as Sri is a longtime member of our Collective. But, bias aside, this is a killer podcast and Sri routinely gets some of the most well-known names on his show. The pod ranges from topical macro discussions to deep dives into trading and investment theory. We’d suggest starting with his interview with Jim Leitner (link here).

 

Invest Like The Best

Patrick O’Shaughnessy is one of the best interviewers in this space. And he gets a wide range of interesting guests on his show. The pod covers a bunch of topics from private equity investing, to running a prop shop, to tracking lions on the African plains. Start with this episode with VC legend, Bill Gurley and Chetan Puttagunta (link here).

 

The Value Hive

Yeah, we’re plugging our own show here. But only because it’s good. Brandon, our resident value investor, runs this pod. It’s focused on all things value investing, but with a macro bent. He routinely covers investment picks, investment philosophy, and market takes. Start with this interview with HF manager Dan McMurtrie (link here).

 

The Meb Faber Show

Meb is another staple in our podcast diet. He covers markets, investing, macro, geopol, and everything in between. Give this discussion with Goldman Sach’s Jeff Currie on ESG and commodities a listen (link here).

 

Flirting With Models

This is a quantitative and vol/option-focused podcast hosted by Corey Hoffstein. If you’re into vol/options trading then Flirting with Models is a must-listen. He and his guest routinely dive into the esoteric of the quant world. Start with this interview with Hari Krishnana on market tremors and tail hedging (link here).

 

Behind The Balance Sheet

Stephen Clapham is a friend of MO and an excellent interviewer. His show dives into investing theory and market frameworks. If you’re looking to improve your investing game, then this show is a must-listen. Start with this talk with Chris Pavese, the CIO of Broyhill Asset Management (link here).

 

Best News/Commentary/Narrative-Based Macro Trading Podcasts

 

Bloomberg’s Oddlots

Oddlots is one of our favorite weekly listens. Joe and Tracy are smart interviewers and get into the weeds of whatever is the pressing macro topic of the day. Start with this interview with Marko Papic on what markets got wrong about Russia’s invasion of Ukraine (link here).

 

Macrohive Conversations

Bilal Hafeez is a solid interviewer and routinely gets interesting names on the pod, where they talk pressing macros issues and geopolitical developments. Check out his interview with Deigo Parilla on inflation, anti-bubbles, and the problem with stop losses (link here).

 

RenMac

This is a short (15min) and to-the-point weekly rundown of macro and market technicals each week, with the Renmac team. It’s a great resource for getting quickly caught up on what matters (link here).

 

Capital Allocators Podcast

Ted Seides is a skilled interviewer and he occasionally gets some fantastic and publically shy guests on the show. The podcast is geared towards allocators (hence the name) but he often gets into investing process, dissecting current events, and general macro discussions. Start with this talk with Louis Vincent Gave (link here).

 

In Search of Green Marbles

Run by Weiss Multi-Strategy Advisers, this podcast hosts interviews focused on big thematic macro developments. It’s a good source of food for thought. Start with this interview with Jordi Visser on the intersection of biology and technology (link here).

 

Hidden Forces

Hosted by Demetri Kofinas, Hidden Forces covers a wide range of topics from markets to geopolitics and discussions on history. The first hour of the interviews are free, the second are paywalled. But you get enough out of the free bit that makes this podcast worth putting in your rotation. Start with this talk with two geopol experts on everything China (link here).

 

From The Best Macro Trading Podcasts To The Best Books

If you’re interested in a thorough global macro book list, be sure to check out our rundown of the best global macro books here.

And if you’d like to see how our team trades, check out the Macro Ops Handbook here.

Best Global Macro Podcasts

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Brandon Beylo

Value Investor

Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years.

Brandon has a tenacious passion for investing, broad-based learning, and business. He previously worked for several leading investment firms before joining the team at Macro Ops. He lives by the famous Munger mantra of trying to get a little smarter each day.

AK

Investing & Personal Finance

AK is the founder of Macro Ops and the host of Fallible.

He started out in corporate economics for a Fortune 50 company before moving to a long/short equity investment firm.

With Macro Ops focused primarily on institutional clients, AK moved to servicing new investors just starting their journey. He takes the professional research and education produced at Macro Ops and breaks it down for beginners. The goal is to help clients find the best solution for their investing needs through effective education.

Tyler Kling

Volatility & Options Trader

Former trade desk manager at $100+ million family office where he oversaw multiple traders and helped develop cutting edge quantitative strategies in the derivatives market.

He worked as a consultant to the family office’s in-house fund of funds in the areas of portfolio manager evaluation and capital allocation.

Certified in Quantitative Finance from the Fitch Learning Center in London, England where he studied under famous quants such as Paul Wilmott.

Alex Barrow

Macro Trader

Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

After leaving the field of intelligence he went to work at a global macro hedge fund. He’s been professionally involved in markets since 2005, has consulted with a number of the leading names in the hedge fund space, and now manages his own family office while running Macro Ops. He’s published over 300 white papers on complex financial and macroeconomic topics, writes regularly about investment/market trends, and frequently speaks at conferences on trading and investing.

Macro Ops is a market research firm geared toward professional and experienced retail traders and investors. Macro Ops’ research has been featured in Forbes, Marketwatch, Business Insider, and Real Vision as well as a number of other leading publications.

You can find out more about Alex on his LinkedIn account here and also find him on Twitter where he frequently shares his market research.