Alf and Brent discuss the reflexivity bias: now that the S&P500 is rallying again, investors are keen to talk about AI Capex driving indexes higher - where were they when we hit 4,800? Always be aware of your negative and positive biases. The duo also discusses recession odds and a gameplan to approach rates, FX and equity markets.
To contact Alf: ping Alfonso Peccatiello on Bloomberg
To contact Brent: ping Brent Donnelly on Bloomberg
Podcast transcript: https://www.spectramarkets.com/tmtf-transcript-01may25/
Published on 4 months ago
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