Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect the odds of a soft landing. Is there a trade maybe? They then move their focus to Canada, Europe, New Zealand, China: a tour around the world searching for macro opportunities. Two trade ideas and the most useful/stupidest thing they heard this week to top up the comeback episode of The Macro Trading Floor!
Link to the Kelly Criterion article: https://capitalgains.thediff.co/p/bankroll