EPISODE · Oct 10, 2025 · 35 MIN
Buy The Bubble or Watch It Burst?
from The Macro Trading Floor · host Alfonso Peccatiello & Brent Donnelly
Alf and Brent discuss the massive AI-driven rally which is beginning to have strong implications for broader markets and the economy. Brent presents the consensus view from several hedge fund PMs he met in Singapore - are they riding the bubble or afraid it's going to burst soon? And what about bonds, gold, and the USD?
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Buy The Bubble or Watch It Burst?
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