Trading Global Macro Podcast - podcast cover

Trading Global Macro Podcast

StoneX Group Inc.fast.wistia.net
Join veteran analysts John Kicklighter and Matt Weller as they discuss key currents across the financial markets in Trading Global Macro from StoneX. Each episode cuts through the noise to deliver big picture but actionable insights on how macroeconomic themes and geopolitical events impact the forex, indices, commodities, interest rates and other key markets. Whether you’re tracking developing market trends, disruptive technologies, or central bank decisions; Trading Global Macro looks to breaks down the critical forces driving capital around the world to help you plan your next move. Subscribe for weekly macro breakdowns and market insight. © 2025 StoneX Group Inc. all rights reserved. The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer - https://www.stonex.com/en/compliance-library/#disclosures. This content is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure (https://www.stonex.com/en/compliance-library/) section for entity-specific disclosures. No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties, and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.
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Episodes

Prediction Markets: A Useful Supplement to Macro Analysis and Trading

Trading Global Macro Podcast - Ep. 10 Prediction markets are quickly gaining traction as a new frontier for traders and analysts — where real money meets real-world forecasts. In this week's episode of the Trading Global Macro Podcast, hosts John Kicklighter and Matt Weller explore how prediction markets, like Kalshi and Polymarket, offer unique insights into economic trends, policy decisions, and market sentiment. They dive into: 🔹How prediction markets align incentives through real stakes 🔹T...

Nov 18, 202517 minEp. 10

The Information Illusion: How Financial Media Filters Shape Market Perception

StoneX Trading Global Macro Podcast - Ep.9 In this week’s episode of the Trading Global Macro Podcast from StoneX, hosts John Kicklighter and Matt Weller explore a topic that impacts every trader and investor: how we consume market information. From sensational financial headlines to social media speculation, the duo breaks down how incentives, bias, and interpretation can distort the true meaning of data. John and Matt discuss: 🔹 Why markets react differently than headlines suggest 🔹 The dang...

Nov 18, 202517 minEp. 9

Trading Event Risk: How Markets React to Economic Surprises

StoneX Trading Global Macro Podcast – Ep. 7 This week on The Trading Global Macro Podcast from StoneX, John Kicklighter and Matt Weller unpack one of the most powerful, and misunderstood, forces in financial markets: event risk. From central bank meetings to jobs and inflation reports, scheduled releases are moments when new information floods into the market all at once, often sparking sharp volatility. But how should traders and investors prepare for these events? In this episode, John and Mat...

Oct 30, 202522 minEp. 7

How Global Macro Shapes Every Market: Risk, Themes & Event Drivers

StoneX Trading Global Macro Podcast – Ep. 6 In this week’s Trading Global Macro Podcast from StoneX, John Kicklighter and Matt Weller break down one of the core principles of market analysis — the global macro framework — and explain why understanding it is essential for every trader and investor. They explore: 🔹 The difference between top-down and bottom-up market analysis 🔹 Why risk appetite drives 80–90% of market movement over time 🔹 How themes like trade wars, interest rates, and regulat...

Oct 27, 202517 minEp. 6

Gold at Record Highs: Inflation Hedge, Safe Haven, or Anti-Fiat Play?

StoneX Trading Global Macro Podcast – Ep. 5 In this week’s Trading Global Macro Podcast from StoneX, John Kicklighter and Matt Weller break down gold’s historic rally to record highs — its longest winning streak in over a decade — and what’s really driving the move. They explore: 🔹 Why central banks are buying gold at the fastest pace in years 🔹 How geopolitics and reserve diversification are reshaping demand 🔹 Whether gold’s rise reflects inflation hedging, safe-haven flows, or anti-fiat sen...

Oct 17, 202520 minEp. 5

Is the AI Boom a Bubble or the Next Industrial Revolution?

StoneX Trading Global Macro Podcast – Ep. 4 In this week’s Trading Global Macro Podcast from StoneX, John Kicklighter and Matt Weller take a discuss on of the market’s most frequently referenced benefactors, AI, and whether it is revolution that keeps driving markets and the economy higher or on the cusp of a bubble. They explore: 🔹 How AI investment is seen boosting traditional GDP and market sentiment 🔹 The parallels between today’s enthusiasm and the dot-com boom through 2000 🔹 What earnin...

Oct 07, 202518 minEp. 4

Where Is U.S. Monetary Policy Headed? Fed, Markets & the 2026 Outlook

StoneX Trading Global Macro Podcast – Ep. 3 In this week’s Trading Global Macro Podcast from StoneX, John Kicklighter and Matt Weller dive into the hotly debated course of U.S. monetary policy and interest rate expectations into 2026 and beyond. They explore: 🔹 The disconnect between Fed forecasts and market pricing 🔹 Immigration’s surprising role in shaping employment trends 🔹 Why data revisions and policy pressure are complicating the Fed’s mandate 🔹 Potential outcomes for the U.S. dollar ...

Sep 30, 202519 minEp. 3

Government Shutdowns and the Dollar’s Resilience: Is US Exceptionalism Fading?

In this week’s Trading Global Macro Podcast from StoneX, John Kicklighter and Matt Weller unpack the looming U.S. government shutdown and its potential implications for global markets. They explore: - Lessons from past shutdowns and their economic fallout - How political gridlock affects investor confidence in US assets - The resilience, and vulnerabilities, of the US dollar and Treasury market - Whether alternatives like the euro, gold, or Bitcoin could challenge the dollar’s dominance - Why th...

Sep 24, 202518 minEp. 2

Risk Appetite, Conviction, and the Search for Market Balance

Welcome to the first episode of the Trading Global Macro Podcast from StoneX, hosted by John Kicklighter (Global Head of Content) and Matt Weller (Global Head of Market Research, Self-Directed Brands). In this episode, John and Matt tackle one of the most overused yet misunderstood concepts in financial markets: risk appetite. What does “risk on” or “risk off” really mean in the context of the broader financial markets? And, what does it mean when sentiment benchmarks like the S&P 500 contin...

Sep 17, 202515 minEp. 1

Global Macro Podcast Trailer

Whether you're a trader looking for signals or an investor watching macro themes unfold, this episode offers grounded, practical insight into the forces shaping global risk sentiment today. Subscribe for weekly macro breakdowns and market insight. #RiskAppetite #TradingStrategy #MarketSentiment #GlobalMarkets #FinancePodcast

Sep 11, 20252 minEp. 1
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