Episode Details

Alf and Brent discuss the US dilemma in 2025: should Trump be aggressive out of the gate with tariffs sacrificing growth for foreign policy victories, or should he focus on other priorities allowing Powell to cut rates and facilitate the refinancing of $7 trillion of maturing Treasuries? The duo also discussed the perils and benefits of leverage in trading and investing.

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Reach out to Alfonso Peccatiello and Brent Donnelly on Bloomberg.

Transcript: https://www.spectramarkets.com/tmtf-transcript-13dec24/