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Carry & Options In A Trump World

37 min•25 juli 2025

Alf and Brent discuss the recent clashes between the Trump administration and the Fed, the more friendly deal-making stance on tariff deals, and how to use options when trying to capture convex moves and incorporate carry into your thinking.

Fler avsnitt av The Macro Trading Floor

The Inflation Ghost, Gold and Options

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New All-Time Highs Are Here: Now What?

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Frameworks To Trade The Hormuz Crisis

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Hormuz & The Terms of Trade Shock

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The Macro Trading Floor med Alfonso Peccatiello & Brent Donnelly finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.