With decades of experience as an FX trader, portfolio manager and writer, Brent Donnelly, president of Spectra Markets, is an ideal guest for a period when currency markets are quiet, range-bound and looking for inspiration. We walk through his career path, particularly how he has adapted to changing market regimes and worked to counteract behavioral biases over the years. And, with central bank policy still the dominant factor in the market mindset, driving activity over short and long term horizons, we conclude with Brent's current thoughts on interest rate market pricing, volatility and what it means for the near-term direction of currencies. Check Brent out on Twitter (@donnelly_brent) and on his Substack.

Strait Signals: Assessing the Iran War Risk Premium
41:57

The Great Rotation: Stocks Under the Surface
35:07

Trading the Policy Whiplash
33:16