About this episode
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? Also, the duo discusses the possibility of persistent financial repression regardless of who prevails in US elections. Finally, they engage in a discussion about the importance of correlations for macro portfolios.
Want to be in touch with Alf? Ping Alfonso Peccatiello on Bloomberg or enroll in the two-weeks free trial of his institutional research: https://forms.gle/5GfSwfzovsFpCA5q7
Want to be in touch with Brent? Ping Brent Donnelly on Bloomberg or visit spectramarkets.com
Transcript: https://www.spectramarkets.com/tmtf-transcript-18oct24/
Get every episode summarized
Each time The Macro Trading Floor publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Macro Trading Floor
On Bessent, Gold & Idiosyncratic Trades
The Macro Trading Floor
Aug 28, 202635:58pending
On Sizing Options, The Fed and The JPY
The Macro Trading Floor
Aug 9, 202637:18pending
Warsh Woke Up The Bond Vigilantes
The Macro Trading Floor
Jul 31, 202638:21pending
The Orange Variable
The Macro Trading Floor
Jul 10, 202635:15pending