About this episode
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 BloombergAnd take advantage of Brent's course offer!Think Like a Market Professional:www.spectramarkets.com/school - use code JULY24 for $500 offStuff 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 AIhttps://www.wheresyoured.at/pop-culture/https://www.wheresyoured.at/put-up-or-shut-up/ White House statement on Biden (find the spelling error)
