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Macro Opportunities Around The World
Manage episode 403982702 series 3338244
Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect the odds of a soft landing. Is there a trade maybe? They then move their focus to Canada, Europe, New Zealand, China: a tour around the world searching for macro opportunities. Two trade ideas and the most useful/stupidest thing they heard this week to top up the comeback episode of The Macro Trading Floor!
Link to the Kelly Criterion article: https://capitalgains.thediff.co/p/bankroll
91 епізодів
Manage episode 403982702 series 3338244
Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect the odds of a soft landing. Is there a trade maybe? They then move their focus to Canada, Europe, New Zealand, China: a tour around the world searching for macro opportunities. Two trade ideas and the most useful/stupidest thing they heard this week to top up the comeback episode of The Macro Trading Floor!
Link to the Kelly Criterion article: https://capitalgains.thediff.co/p/bankroll
91 епізодів
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