Alf and Brent discuss similarities and differences between the world and the macro cycle today versus the pre-pandemic period. While... more

Alf and Brent discuss recent developments in macro and labor market data, and debate whether the Fed will cut by 25... more

In this episode, Alf and Brent discuss how cross-asset pricing in bonds, FX and equity markets has rapidly changed in... more

Alf and Brent reflect on the immense volatility hitting markets recently, and specifically on the unwind of carry trades: are... more

Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s... more

This week, Alf and Brent discuss the brutal equity market sell-off: is it due to macro tectonic shifts, a reassessment... more

Alf and Brent look into various ''Trump trades'' now that the odds of a Trump election and Republican sweep have... more

Alf and Brent discuss the interesting market reaction to the weak US CPI report, and they dig deep into the... more

In this episode, Alf invites Cem Karsan to discuss what's going on in option markets. Cem does a great job... more

A big macro week is behind us: the combination of CPI and PPI releases provide us with solid information on... more