About this episode
Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward?
Want to reach out to Alf or Brent?
Alfonso Peccatiello on Bloomberg chat, or [email protected]
Brent Donnelly on Bloomberg chat, or [email protected]
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