On Bessent, Gold & Idiosyncratic Trades

from The Macro Trading Floor · host Alfonso Peccatiello & Brent Donnelly

Alf and Brent are back to discuss the Bessent buyback plan and its impact on markets. The duo focuses on gold, the long-end and the USD as potential release valves. The discussion then moves to two macro idiosyncratic ideas.

Episode metadata supplied by the publisher feed · Published Aug 28, 2026

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On Bessent, Gold & Idiosyncratic Trades

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