Podcast Episodes
Back to SearchYou Ready For Liberation Day?
Alf and Brent discuss the ''Liberation Day'' deadline for tariffs - and come up with some interesting conclusions. Also, the duo assesses what the Tr…
9 months, 2 weeks ago
Wake Up: The German Fiscal Stimulus Is Huge
Alf and Brent discuss the German fiscal stimulus announcement: with its gigantic magnitude and fast-track process, this marks a historical turnaround…
10 months, 1 week ago
Growth Scare: Yes or No?
Alf and Brent unpack the last big market moves which investors are broadly interpreting as a growth scare. Is that the correct interpretation? And in…
10 months, 2 weeks ago
The Next Big Macro Trade
Markets are caught between cross currents, and the thesis for a stronger USD / sticky inflation seems as valid as the thesis for gentle disinflation …
10 months, 3 weeks ago
How To Trade Tariff Day
In this episode, Alf and Brent reflect on the upcoming ''Tariff Day'' and how to trade it. The duo shares their scenario-based approach covering mult…
11 months, 4 weeks ago
The UK Bond Market Is Imploding
Alf and Brent discuss the big moves in UK bond markets and the drop in the UK Sterling: bond vigilantes are in action, but what next? They also focus…
1 year ago
The Most Hawkish Fed In Years - What Now?
Powell delivered a super hawkish message: inflation remains sticky, and the Fed won’t cut rates as much as the market expected in 2025. The “Fed Put”…
1 year ago
The US Dilemma in 2025
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…
1 year, 1 month ago
Trading Trump 2.0
Alf and Brent resume the show by assessing how to approach Trump 2.0 from a macro trading perspective in 2025. They also discuss the ''Death of Europ…
1 year, 1 month ago
Trump's Secret Agenda
In this week's episode, Brent and Alf discuss the implications of a Republican sweep. Markets reacted in a textbook way, but today they are busy unwi…
1 year, 2 months ago