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Oct 2024
34m 33s

Macro Risks On The Horizon

Alfonso Peccatiello & Brent Donnelly
About this episode
EXCLUSIVE DISCOUNT TO ALF & BRENT CONFERENCE https://www.spectramarkets.com/macro-roadmap-2025/ Use the coupon TMTF to get $200 OFF. Only for the first 100 users - first come, first serve! ------------------------------------------------------------------------------------------ Alf and Brent discuss the many risks on the horizon: the Middle-East escalat ... Show More
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Oct 16
AI Bubble Popping Or A Boring Pullback?
Alf and Brent are back on the show to discuss the recent price action in AI stocks which is also heavily impacting the bond market. Is the AI bubble popping? Are credit fears to be taken seriously, such that the asset allocation has to change? Or is this just a boring pullback li ... Show More
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Oct 9
6% Yields Next & Will Stonks Handle It?
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