Alf and Brent look into various ''Trump trades'' now that the odds of a Trump election and Republican sweep have increased: is there still juice left? And where? Specifically, they also reflect on the use of options as macro traders.

Want to see Alf's Cheap Optionality Monitor?
Ping him (Alfonso Peccatiello) on Bloomberg

And take advantage of Brent's course offer!

Think Like a Market Professional:
www.spectramarkets.com/school - use code JULY24 for $500 off

Stuff mentioned during the podcast:
 
GS piece on AI    https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf?ref=wheresyoured.at
 
Ed Zitron pieces on AI
https://www.wheresyoured.at/pop-culture/
https://www.wheresyoured.at/put-up-or-shut-up/
 
White House statement on Biden (find the spelling error)
https://www.whitehouse.gov/briefing-room/statements-releases/2024/07/17/statement-from-press-secretary-karine-jean-pierre-3/

Ver todos los episodios