Explaining This Brutal Stocks Sell-Off

26/07/2024 37 min
Explaining This Brutal Stocks Sell-Off

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Episode Synopsis

This week, Alf and Brent discuss the brutal equity market sell-off: is it due to macro tectonic shifts, a reassessment of political risks or an unwind of crowded trades?
The duo digs deep trying to connect the dots, and they also discuss a trading framework around this large volatility events.