The US Dilemma in 2025
Alf and Brent discuss the US dilemma in 2025: should Trump be aggressive out of the gate with tariffs sacrificing growth for foreign policy victories, or should he focus on other priorities allowing P...
13 Des 202436min
Trading Trump 2.0
Alf and Brent resume the show by assessing how to approach Trump 2.0 from a macro trading perspective in 2025. They also discuss the ''Death of Europe'': is it happening, or is it an overcrowded narra...
6 Des 202433min
Trump's Secret Agenda
In this week's episode, Brent and Alf discuss the implications of a Republican sweep. Markets reacted in a textbook way, but today they are busy unwinding most ''Trump trades''. Should we take Trump's...
8 Nov 202434min
The Bond Market Is On Fire
Heading into US elections, US bond markets are on fire: yields are selling off, the term premium is back in positive territory, and investors are worried the sell-off can extend further. Alf and Brent...
25 Okt 202436min
Financial Repression Is Here To Stay
Alf and Brent discuss the recent sharp moves in US election polls and betting markets: Trump's odds are moving up, and so are the odds of a Red Sweep. Is the market fully incorporating these odds? Als...
18 Okt 202438min
What If The Fed Made a Mistake?
Alf and Brent discuss the most recent US macro data releases: the hurricane impacted jobless claims, and core inflation has surprised to the upside. Trump now seems to decidedly lead the polls, and hi...
11 Okt 202439min
Macro Risks On The Horizon
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4 Okt 202434min
Unpacking The Chinese Stimulus Bazooka
The Chinese stimulus bazooka has been fired. Chinese authorities have announced aggressive interest rate cuts, a 1 trillion yuan capital injection for Chinese banks, and they are also mentioning the ...
27 Sep 202436min
