Where To Find Cheap Macro Optionality episode artwork

EPISODE · Jul 19, 2024 · 39 MIN

Where To Find Cheap Macro Optionality

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

Alf and Brent look into various ''Trump trades'' now that the odds of a Trump election and Republican sweep have increased: is there still juice left? And where? Specifically, they also reflect on the use of options as macro traders. Want to see Alf's Cheap Optionality Monitor? Ping him (Alfonso Peccatiello) on Bloomberg And take advantage of Brent's course offer! Think Like a Market Professional: www.spectramarkets.com/school - use code JULY24 for $500 off Stuff mentioned during the podcast:   GS piece on AI    https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf?ref=wheresyoured.at   Ed Zitron pieces on AI https://www.wheresyoured.at/pop-culture/ https://www.wheresyoured.at/put-up-or-shut-up/   White House statement on Biden (find the spelling error) https://www.whitehouse.gov/briefing-room/statements-releases/2024/07/17/statement-from-press-secretary-karine-jean-pierre-3/

Episode metadata supplied by the publisher feed · Published Jul 19, 2024

Alf and Brent look into various ''Trump trades'' now that the odds of a Trump election and Republican sweep have increased: is there still juice left? And where? Specifically, they also reflect on the use of options as macro traders. Want to see Alf's Cheap Optionality Monitor? Ping him (Alfonso Peccatiello) on Bloomberg And take advantage of Brent's course offer! Think Like a Market Professional: www.spectramarkets.com/school - use code JULY24 for $500 off Stuff mentioned during the podcast:   GS piece on AI    https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf?ref=wheresyoured.at   Ed Zitron pieces on AI https://www.wheresyoured.at/pop-culture/ https://www.wheresyoured.at/put-up-or-shut-up/   White House statement on Biden (find the spelling error) https://www.whitehouse.gov/briefing-room/statements-releases/2024/07/17/statement-from-press-secretary-karine-jean-pierre-3/

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Where To Find Cheap Macro Optionality

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This episode was published on July 19, 2024.

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Alf and Brent look into various ''Trump trades'' now that the odds of a Trump election and Republican sweep have increased: is there still juice left? And where? Specifically, they also reflect on the use of options as macro traders. Want to see...

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