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EPISODE · May 2, 2025 · 36 MIN

Recession Risks & Reflexivity

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

Alf and Brent discuss the reflexivity bias: now that the S&P500 is rallying again, investors are keen to talk about AI Capex driving indexes higher - where were they when we hit 4,800? Always be aware of your negative and positive biases. The duo also discusses recession odds and a gameplan to approach rates, FX and equity markets. Podcast transcript: https://www.spectramarkets.com/tmtf-transcript-01may25/

Episode metadata supplied by the publisher feed · Published May 2, 2025

What this episode covers

Alf and Brent discuss the reflexivity bias: now that the S&P500 is rallying again, investors are keen to talk about AI Capex driving indexes higher - where were they when we hit 4,800? Always be aware of your negative and positive biases. The duo also discusses recession odds and a gameplan to approach rates, FX and equity markets. Podcast transcript: https://www.spectramarkets.com/tmtf-transcript-01may25/

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This episode is 36 minutes long.

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This episode was published on May 2, 2025.

What is this episode about?

Alf and Brent discuss the reflexivity bias: now that the S&P500 is rallying again, investors are keen to talk about AI Capex driving indexes higher - where were they when we hit 4,800? Always be aware of your negative and positive biases. The duo...

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