Audio is streamed directly from the publisher (traffic.megaphone.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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)